Overview
Dynasty Financial Partners, a St. Petersburg, FL-based wealth management technology provider, raised a minority capital round with backing from notable investors including Charles Schwab, BlackRock, and J.P. Morgan. The funds will enhance its AI-driven technology, expand its investment platform, and support network M&A. The company serves 58 partner firms with over 500 advisors and more than $125 billion in assets.
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Investors: Charles Schwab, BlackRock, J.P. Morgan
Dynasty Financial Partners, a St. Petersburg, FL-based wealth management technology provider, raised a minority capital round with backing from notable investors including Charles Schwab, BlackRock, and J.P. Morgan. The funds will enhance its AI-driven technology, expand its investment platform, and support network M&A. The company serves 58 partner firms with over 500 advisors and more than $125 billion in assets.