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Dynasty Financial Partners

Dynasty Financial Partners

Financial ServicesFlag of USSt Petersburg, Florida, United States201-500 Employees

Company overview

Headquarters200 Central Ave, 15th Floor, St Petersburg, Florida 33701, US
Phone number+12123731000
Website
NAICS52
SIC628
Keywords
Financing, Marketing, Technology, Compliance, Practice Management, M&A, Transition Services, Investment Platform, Tamp, Business Design & Consulting, Capital Markets & Investment Banking, Core Services, Ria Registration And Licensing
Founded2010
Employees201-500
Socials

Key Contacts at Dynasty Financial Partners

Flag of US

Gordon Abel

Managing Director, Chief Marketing Officer & Head of Diversity and Inclusion

Flag of US

Leslie Norman

Chief Technology Officer

Dynasty Financial Partners Email Formats

Dynasty Financial Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@dynastyfinancialpartners.com), used 50% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@dynastyfinancialpartners.com
62.5%
{first name}{last name}
johndoe@dynastyfinancialpartners.com
37.5%

About Dynasty Financial Partners

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country. With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community. Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 *Please note: Dynasty does not conduct any business on any social media platform. Also, Dynasty will never ask you to send personal or financial information (such as account numbers, passwords, or Social Security numbers) over social media platforms.*

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Dynasty Financial Partners revenue & valuation

Annual revenue$69,400,000
Revenue per employee$332,000
Estimated valuation?$221,900,000
Total fundingNo funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Vice President
Entry
Manager

Employees by Department

Dynasty Financial Partners has 100 employees across 16 departments.

Departments

Number of employees

Funding Data

Explore Dynasty Financial Partners's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2023-01-161N/A
2024-11-081N/A
2024-11-0811N/A
2025-09-1219N/A

Funding Insights

4

Number of funding rounds

Dynasty Financial Partners Tech Stack

Discover the technologies and tools that power Dynasty Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Redux

Redux

JavaScript frameworks

theTradeDesk

theTradeDesk

Advertising

New Relic

New Relic

RUM

Vimeo

Vimeo

Video players

Tailwind CSS

Tailwind CSS

UI frameworks

PubSubJS

PubSubJS

JavaScript libraries

Hotjar

Hotjar

Analytics

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

MariaDB

MariaDB

Databases

Frequently asked questions

Dynasty Financial Partners is located in St Petersburg, Florida, US.
You can reach Dynasty Financial Partners at +12123731000.
Dynasty Financial Partners was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.
Dynasty Financial Partners has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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