


Dynasty Financial Partners
Financial Services • St Petersburg, Florida, United States • 201-500 Employees
Company overview
| Headquarters | 200 Central Ave, 15th Floor, St Petersburg, Florida 33701, US |
| Phone number | +12123731000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| 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 |
| Founded | 2010 |
| Employees | 201-500 |
| Socials |
Key Contacts at Dynasty Financial Partners
Gordon Abel
Managing Director, Chief Marketing Officer & Head of Diversity and Inclusion
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.
| Format | Example | Percentage |
|---|---|---|
{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.*
Dynasty Financial Partners revenue & valuation
| Annual revenue | $69,400,000 |
| Revenue per employee | $332,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $221,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Dynasty Financial Partners has 100 employees across 16 departments.
Departments
Number of employees
Dynasty Financial Partners Tech Stack
Discover the technologies and tools that power Dynasty Financial Partners's digital infrastructure, from frameworks to analytics platforms.
JavaScript frameworks
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Analytics
JavaScript libraries
CDN
Marketing automation
Databases
Frequently asked questions
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