Dynasty Financial Partners, founded in 2010, operates as a leading provider of wealth management and technology platforms for independent financial advisors and registered investment advisory (RIA) firms. The company's mission is to empower financial advisors to achieve independence by offering a comprehensive suite of services, including investment research, portfolio management, technology integration, compliance, and operational support. A key offering is the "Dynasty Family Office," which delivers sophisticated, customized services for ultra-high-net-worth clients, covering areas such as estate and tax planning, philanthropic strategy, and lifestyle management, enabling partner firms to serve complex family needs without building the infrastructure themselves.

Founded in

United States