Dynasty Financial Partners
Overview
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs.\\Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry's leading investment advisors realize their dreams of business ownership with reduced conflict of interest. \\Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com\\Follow us on Twitter: @DynastyFP\Subscribe on Youtube: http://bit.ly/1MKXhC8
Investment Focus
- Focus on independent financial advisory firms
- Interest in diverse asset classes and investment stages
- Preference for investments in the United States
- Open to various industries including technology, healthcare, financial services, and more
Portfolio Companies
Reach Dynasty Financial Partners directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Dynasty Financial Partners
What sectors does Dynasty Financial Partners invest in?
Dynasty Financial Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, New York, United States. Dynasty Financial Partners is listed as a private investment firm in the ConnectSafely investor database.
What stage does Dynasty Financial Partners invest at?
Dynasty Financial Partners backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Dynasty Financial Partners invest in?
Dynasty Financial Partners invests across United States.
Who are the partners at Dynasty Financial Partners?
Team members listed for Dynasty Financial Partners include Justin Weinkle (Chief Financial Officer, Managing Director) and Gordon Ross (Chief Client Officer).
What companies has Dynasty Financial Partners invested in?
Dynasty Financial Partners's portfolio includes VRGL.
How do I contact Dynasty Financial Partners?
Dynasty Financial Partners's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
