Dynasty Financial Partners

A wealth-tech platform for financial advisors.

Launch date

Oct 2010

Employees

Saint Petersburg Florida (HQ)

http://www.dynastyfinancialpartners.com

https://twitter.com/dynastyfp https://www.linkedin.com/company/dynasty-financial-partners/https://apps.apple.com/app/id1295998603 https://play.google.com/store/apps/details?id=com.quickmobile.dynastyfinancial17

Revenues, earnings & profits over time

USD	2018	2019	2020	2021	2022
Revenues	8.8m	9.3m	14.5m	49.2m	28.0m
% growth	-	6 %	57 %	239 %	(43 %)

Date	Investors	Amount	Round
Jan 2020	Envestnet	N/A	Early VC
Sep 2022*	Citi Goldman Sachs UMB Financial JP Morgan Royal Bank of Canada	$50.0m	Debt
Dec 2022*	ABRY Partners Schwab Institutional	N/A	Early VC
Total Funding		-

Tech stackLearn more about the technologies and tools that this company uses.

Bridge Financial Technology

Smart RIA Ventures

ACQUISITION by One Seven May 2023