About Dynasty Financial Partners
Dynasty Financial Partners is a Financial Services company based in St. Petersburg (United States) founded in 2010 by Edward Swenson. Wealth management and financial consulting services are provided by Dynasty. It operates on a Professional Services and Brokerage / Intermediation model. The company has 95 employees. Its website dynastyfinancialpartners.com draws about 15 thousand monthly visits. Dynasty Financial Partners offers products and services including Start an RIA, Grow or Scale Your RIA, Join an RIA, and Monetize Your RIA. Its focus areas include Financials, Capital Markets and Wealth Management.
Company details
Dynasty Financial Partners is dedicated to empowering independent financial advisors through a range of services. Support is provided for starting, growing, joining, or monetizing Registered Investment Advisors (RIAs). An integrated WealthTech platform, capital strategies, and community resources are offered to enhance client experiences. Operations span across the United States, focusing on personalized wealth management advice. Solutions are designed to improve efficiency, scalability, and firm valuation within the financial advisory sector.
- Headquarters St. Petersburg, United States
- Employees 95
- Founders Edward Swenson
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website dynastyfinancialpartners.com
- Social LinkedIn X Facebook Instagram
- Legal Name Dynasty Financial Partners
- InvestorsJ P Morgan
& 12 more
- Employee Count95
Products & Services of Dynasty Financial Partners
Dynasty Financial Partners offers a comprehensive portfolio of products and services, including Start an RIA, Grow or Scale Your RIA, Join an RIA, and Monetize Your RIA.
Transition services for independent RIA establishment are provided.
Integrated operations and technology for RIA growth are offered.
Efficiency through joining Dynasty Network firms is facilitated.
Acquisition and succession opportunities for RIAs are evaluated.
Funding Insights of Dynasty Financial Partners
- Total Rounds 7
- Investors Count 13
All 7 funding rounds of Dynasty Financial Partners with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2026 | Series A | – | – | ||
| Aug 2025 | Seed | – | – | ||
| Jun 2025 | $125M | Debt – Conventional | – | – | |
| Oct 2024 | Seed | – | – | ||
| Dec 2022 | Seed | – | Abry, Charles Schwab | – | |
| Sep 2022 | $50M | Debt – Conventional | – | – | – |
| Jan 2020 | Seed | – | Envestnet | – |
13 investors in total: 12 institutional and 1 angel.
Investors in Dynasty Financial Partners
Dynasty Financial Partners has secured backing from 13 investors, including institutional, venture fund, and angel investors. Prominent investors backing the company include J P Morgan, Charles Schwab and BlackRock.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Abry Partners is engaged in middle market private equity investments. | 1989 | abry.com | Boston, United States | |
| goldmansachs.com | ||||
Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | 1988 | blackrock.com | New York, United States | |
Comprehensive financial services are provided to corporations and individuals. | 1799 | jpmorgan.com | New York, United States | |
Charles Schwab is engaged in providing brokerage and financial advisory services. | 1971 | aboutschwab.com | Denver, United States | |
Financial brokerage and banking services are offered to clients. | 1971 | schwab.com | El Paso, United States | |
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States | |
| umb.com | ||||
| flagstar.com | ||||
| citi.com |
Investor details for Dynasty Financial Partners
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Dynasty Financial Partners
100 people are tracked at Dynasty Financial Partners (52 in leadership, 7 in board & advisors, 41 in team); the tracked headcount is 95.
| Name | Role | Group |
|---|---|---|
Edward Swenson | Co-Founder | Leadership |
Jonathan Morris | Chief Legal & Governance Officer | Leadership |
Kylee Brenenborg | Executive Assistant, Office of the CEO | Leadership |
Brittanie Stilwell | Assistant VP & Deputy Head,Corporate Marketing | Leadership |
Jonathan Van Eaton | VP, Relationship Management | Leadership |
Jaycee Kertzman | VP, Investments | Leadership |
James Gardiner | Director, RIA Division | Leadership |
Mac del Valle | VP, Data Engineering | Leadership |
Sam Anderson | Chief Capital Officer | Leadership |
Justin Weinkle | CFO | Leadership |
Mason Salit | MD & Chief Talent Officer, Dynasty Network | Leadership |
Shirl Penney | President & CEO | Leadership |
Gordon Abel | CMO | Leadership |
Bonnie Hill | VP, Vendor Management Coordinator | Leadership |
Miguel Saldana | Vice President Compliance | Leadership |
Ben Bines | Director of Business Development, Northeastern Division | Leadership |
Elisa Hirschfield | VP, Data Operations System Analyst | Leadership |
Marc Hineman | COO | Leadership |
Leslie Norman | CTO | Leadership |
Carolyn Boyce | Vice President, Technology | Leadership |
80 more people are available in the full profile.
Complete people profiles for Dynasty Financial Partners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Dynasty Financial Partners
3 dated milestones of Dynasty Financial Partners across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Dynasty Financial Partners is founded.
- Funding First funding round.
- Funding Latest funding round, Series A,.
Web traffic of Dynasty Financial Partners
The website of Dynasty Financial Partners (dynastyfinancialpartners.com) receives about 14.7K visits a month.
- Monthly visits14.7K
▲ 80.9% vs previous month
Websites whose visitors overlap most with Dynasty Financial Partners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mgstover.com | 100% | 1.5K | #10,714,332 | View details | |
| woodbridgegrp.com | 98% | 9.4K | #2,234,410 | View details | |
| creativeplanning.com | 94% | 262.4K | #241,055 | View details | |
| sagepointfinancial.com | 92% | 1.1K | #12,574,667 | View details | |
| summitbrokerage.com | 92% | View details | |||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for Dynasty Financial Partners
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Dynasty Financial Partners (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Dynasty Financial Partners
Dynasty Financial Partners was founded in 2010 and raised its 1st funding round 10 years after it was founded.
Dynasty Financial Partners is headquartered in St. Petersburg, United States. It is registered at St. Petersburg, Florida, United States.
Dynasty Financial Partners has 95 employees.
Dynasty Financial Partners is dedicated to empowering independent financial advisors through a range of services. Support is provided for starting, growing, joining, or monetizing Registered Investment Advisors (RIAs). An integrated WealthTech platform, capital strategies, and community resources are offered to enhance client experiences. Operations span across the United States, focusing on personalized wealth management advice. Solutions are designed to improve efficiency, scalability, and firm valuation within the financial advisory sector.
Dynasty Financial Partners offers Start an RIA, Grow or Scale Your RIA, Join an RIA, and Monetize Your RIA.
Dynasty Financial Partners has 13 investors. Key investors include J P Morgan, Charles Schwab, BlackRock, Abry Partners, and Charles Schwab.
Dynasty Financial Partners operates through Dynasty Financial Partners.