Founded in 2010, Dynasty Financial Partners is a leading provider of comprehensive 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 their entrepreneurial goals by offering a suite of services including core technology, investment research, portfolio management, compliance, and capital solutions. Rather than serving retail clients directly, Dynasty operates on a B2B model, enabling advisors to build and grow their own independent practices with the back-office and operational support of a major institution.

Founded in

United States