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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.

OverviewStructured DataIssuesContributors
Is a
Company
Company
Organization
Organization
B2X
B2B
B2B
CEO
‌
Shirl Penney
CFO
‌
Justin Weinkle
Company Operating Status
Active
Country
United States
United States
Crunchbase URL
crunchbase.com/organiz...partners
CTO
‌
Frank Coates
Email Address
info@dynastyfinancialpartners.com
Facebook URL
@DynastyFP
Founded Date
January 1, 2009
Full Address
200 Central Avenue, 15th floor St. Petersburg, Florida 33701
Industry
Finance
Finance
Technology
Technology
Financial technology
Financial technology
Instagram URL
instagram.com/thedynastyfp/
Investors
BlackRock
BlackRock
J.P. Morgan Asset and Wealth Management
J.P. Morgan Asset and Wealth Management
Latest Funding Round Date
October 8, 2024
Latest Funding Round Amount (USD)
800,000,000
Latest Funding Type
Private equity
Private equity
LinkedIn URL
@company/dynasty-financial-partners
Location
New York
New York
Florida
Florida
Number of Employees
60
Number of Employees (Ranges)
51 – 200
Phone Number
+12123731000
Pitchbook URL
pitchbook.com/profiles.../51707-08
Total Funding Amount (USD)
800,000,000
Twitter URL
@dynastyfp
Official Website
dynastyfinancialpartners.com

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