Founded in 2010, Dynasty Financial Partners provides a comprehensive, end-to-end platform of technology, products, and services for a network of independent Registered Investment Advisors (RIAs). The company's mission is to empower financial advisors to achieve true independence by offering them the tools and support of a large-scale institution, including a core technology stack, investment research and management, marketing, compliance, and capital solutions. This allows advisors to focus on serving their clients while Dynasty handles the middle- and back-office operations.

Founded in

United States