Dynamic Advisor Solutions

Investment Management • Phoenix, Arizona, United States • 21-50 Employees

Company overview

Headquarters	2415 E Camelback Rd, Suite 700, Phoenix, AZ 85016, US
Phone number	+18889974212
Websites	dynamicadvisorsolutions.com appsoftdev.com
NAICS	5231
SIC	628
Keywords	RIA, Alternative Investments, Practice Management, Investment Models, Tamp, Custodians, Ria Back Office, Ria Consulting, Compliance And Investment Management
Founded	2009
Employees	21-50
Socials

Key Contacts at Dynamic Advisor Solutions

Jim Cannon

Founder And Ceo

Brian Bowen

Director Of Advisor Integration

Kim Cecere

Chief Marketing Officer

Tanya Escobedo

Director

Dynamic Advisor Solutions Email Formats

Dynamic Advisor Solutions uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

Format	Example	Percentage
{first name}.{last name}@company.com	john.doe@company.com	45.6%
{first name initial}{last name}@company.com	{first name initial}doe@company.com	22.3%
{first name}@company.com	john@company.com	15.1%
{first name}{last name}@company.com	johndoe@company.com	9.8%
{first name}_{last name}@company.com	john_doe@company.com	7.2%

About Dynamic Advisor Solutions

Dynamic Advisor Solutions is a professional services provider for successful wealth advisors who desire to take their practices to the next level. With Dynamic’s complete business solution, myVirtualPractice™, focus on your clients, grow your business and live the life you’ve always wanted. Investment advisory services are offered through Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors. Dynamic Advisor Solutions, LLC is an SEC registered investment adviser. Dynamic provides the people, resources and technology wealth advisors need to create efficiencies so they can focus on providing exceptional client experiences. Supporting successful advisory practices—both IARs and RIAs—across the U.S. and serving thousands of wealth clients, Dynamic delivers myVirtualPractice™. This cloud-based, customizable solution offers front, middle and back office support, integrated platform, compliance, portfolio management, practice consulting and concierge administrative services. For more information, visit www.dynamicadvisorsolutions.com or call 877-257-3840. Elevate your practice.

Dynamic Advisor Solutions revenue & valuation

Annual revenue	$9,600,000
Revenue per employee	$219,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$30,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Dynamic Advisor Solutions has 25 employees across 9 departments.

Departments

Number of employees

Funding Data

Dynamic Advisor Solutions has never raised funding before.

Dynamic Advisor Solutions Tech Stack

Discover the technologies and tools that power Dynamic Advisor Solutions's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Vimeo

Video players

Swiper

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Google Analytics

Analytics

Bootstrap

UI frameworks

Linkedin Insight Tag

Analytics

Yoast SEO

SEO

Frequently asked questions

Dynamic Advisor Solutions is located in Phoenix, Arizona, US.

You can reach Dynamic Advisor Solutions at +18889974212.

Dynamic Advisor Solutions was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Dynamic Advisor Solutions has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.