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Dynasty Financial Partners

Saint Petersburg, FL · Founded 2010 · Privately Held (backing)

Operator of a wealth management and technology platform intended for independent financial advisors. Dynasty Financial Partners is based in Saint Petersburg, FL and was founded in 2010. Its last reported valuation was $800 million in Oct 2024. It has raised $195 million.

Last reported valuation
$800.0M
Oct 2026
Priced at
—
Total raised
$195.0M
Last round
—

Dynasty Financial Partners key facts

as of Oct 2026
  • Operator of a wealth management and technology platform intended for independent financial advisors.
  • Dynasty Financial Partners is valued at approximately $800.0M as of Oct 2026 (last reported valuation).
  • It has raised $195.0M; the latest was Debt - General ($125.0M) in Sep 2025.
  • Notable investors include BlackRock, J.P. Morgan, Fortress Investment Group, Abry Partners, Abacus Global Management — 8 tracked in total.
  • Status: Privately Held (backing).
Last reported valuation
LOW confidence
$800.0M

Dynasty Financial Partners's last reported valuation, Oct 2024. Nothing priced has surfaced since.

set by last reported valuationas of Oct 2026question about this number?
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Dynasty Financial Partners funding rounds

No rounds on record

No funding rounds for Dynasty Financial Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Dynasty Financial Partners leadership

Dynasty Financial Partners valuation

Dynasty Financial Partners's last reported valuation was $800 million in Oct 2024. No priced round, secondary trade or fund mark has surfaced since.

Dynasty Financial Partners investors

8 investors are on record for Dynasty Financial Partners, including BlackRock, J.P. Morgan, Fortress Investment Group and Abry Partners.

Who runs Dynasty Financial Partners

40 people are listed on the Dynasty Financial Partners team: 37 executives, 2 board members and 1 advisor or observer, including Shirl Penney (Chief Executive Officer) and Justin Weinkle (Chief Financial Officer). 40 of them have a verified direct contact on file.

About Dynasty Financial Partners

Operator of a wealth management and technology platform intended for independent financial advisors. The company offers various services, including practice management, marketing, finance, compliance, investment, and related services, thus helping its clients grow their business and enterprise value.

Sector
Financial Services
HQ
Saint Petersburg, FL, United States
Founded
2010
Employees
185
Ownership
Privately Held (backing)

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