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Dynasty Financial Partners

Dynasty Financial Partners

The company is a provider of technological solutions for money management for financial consulting firms.

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Contents

dynastyfinancialpartners.com
Is a
Company
Company
Organization
Organization

Company attributes

Industry
Finance
Finance
Technology
Technology
Financial technology
Financial technology
Location
New York
New York
Florida
Florida
B2X
B2B
B2B
CEO
‌
Shirl Penney
Pitchbook URL
pitchbook.com/profiles.../51707-08
Number of Employees (Ranges)
51 – 200
Email Address
info@dynastyfinancialpartners.com
Phone Number
+12123731000
Number of Employees
60
Full Address
200 Central Avenue, 15th floor St. Petersburg, Florida 33701
Investors
BlackRock
BlackRock
J.P. Morgan Asset and Wealth Management
J.P. Morgan Asset and Wealth Management
Founded Date
January 1, 2009
Total Funding Amount (USD)
800,000,000
Latest Funding Round Date
October 8, 2024
CTO
‌
Frank Coates
CFO
‌
Justin Weinkle
Latest Funding Type
Private equity
Private equity
Country
United States
United States

Other attributes

Company Operating Status
Active
Latest Funding Round Amount (USD)
800,000,000
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Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

Title
Author
Link
Type
Date
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References

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