Founded in 2010, Dynasty Financial Partners has established itself as a premier integrated platform for elite independent financial advisory firms. The company's mission is to empower these advisors with the tools, resources, and freedom necessary to build and grow their own businesses while providing superior service to their clients. Dynasty offers a comprehensive suite of services including a core technology platform (TAMP), investment research and management, operational support, marketing services, and access to capital and M&A advisory. They essentially provide the infrastructure that allows financial advisors to transition from large brokerage houses to owning and operating their own independent Registered Investment Advisor (RIA) firms.

Founded in

United States