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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
—

Leadership

5
+ 35 more people (board, observers, advisors) · free account shows everyone

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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.

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Contact database
Verified contact details, revealed on demand

40 of the people at Dynasty Financial Partners have a verified contact on file. Plus members reveal 10 contacts a month, Pro members 200.

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