Dynasty Financial Partners

Dynasty Financial Partners provides technology-enabled wealth management solutions and business services primarily focused on independent registered investment advisors (RIAs) serving high-net-worth and ultra-high-net-worth clients. The company operates an integrated platform offering comprehensive software tools, business services, and investment management capabilities through both proprietary and third-party technologies. As of July 2024, Dynasty's network comprised 55 independent firms with over 400 advisors managing more than USD 100 billion in platform assets, with average assets under management per firm of USD 1.8 billion.

The company's platform includes turnkey asset management programs (TAMP), digital lead generation services, capital solutions, and investment banking services. Dynasty's Outsourced Chief Investment Officer offering maintains USD 49 billion on its TAMP platform. In May 2023, Dynasty launched a dedicated investment bank for the RIA space, which advised on 18 million&A and recruiting deals representing USD 21 billion in target assets under management in its first year. The firm's Model Select program, launched in 2024, offers portfolio construction combining passive and active strategies across 11 different risk tolerances, with expectations to surpass USD 7 billion in assets under management by year-end.

Dynasty provides RIAs with integrated technology through its One Hub platform, which includes features like Dynasty Protect for secure data gathering. The company's research conducted with F2 Strategy in 2024 revealed that RIAs partnering with Dynasty demonstrated 30% lower headcount, twice the growth rate, and 43% higher valuations compared to industry averages.

Key customers and partnerships

Dynasty's network consists primarily of independent RIA firms, with the average advisor managing approximately USD 250 million in assets. In November 2024, the company formed a strategic partnership with Nasdaq Private Market to provide private company shareholders access to wealth management and advisory services through Dynasty Connect. The firm also secured strategic investments from BlackRock, J.P. Morgan Asset Management, and Charles Schwab Corporation in October 2024.

Notable clients include Americana Partners, which manages over USD 8.5 billion in assets, and recently launched Americana Partners International to serve Latin American clients. Dynasty has also expanded its presence through partnerships with firms like Founders Grove Wealth Partners in Richmond, Virginia.