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Dynasty Financial Partners

Brand

4.8

Company overview

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.Visit our website for more information: www.dynastyfinancialpartners.comFollow us on Twitter: @DynastyFPSubscribe on Youtube: http://bit.ly/1MKXhC8*Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*
Founded in 2010
St. Petersburg, Florida, USA
100% recommend to a friend
100% positive business outlook

Salaries

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People

Hiring activity

Open marketing jobs over time

2 open now

Funding

Total funding

$175M

Last raise

Private Equity, 1 months ago

Funding history

Feb 2026

Private Equity Round Dynasty Financial Partners

Sep 2025

Debt Financing Dynasty Financial Partners · $125M

Aug 2025

Corporate Round Dynasty Financial Partners

Oct 2024

Private Equity Round Dynasty Financial Partners

Dec 2022

Private Equity Round Dynasty Financial Partners

Sep 2022

Debt Financing Dynasty Financial Partners · $50M

Audience

LinkedIn followers

Follower count and growth

Total followers

23.7K

12-mo growth

+11.8%

Monthly growth

+1.1%

News

Links