Tag : Dynasty Financial Partners

With Upcoming Optima Group Acquisition, Dynasty Financial Partners Formalizes Dynasty Consulting Group — An Enhanced Standard in Strategic Advisory for the RIA Industry
Finance Investments News

With Upcoming Optima Group Acquisition, Dynasty Financial Partners Formalizes Dynasty Consulting Group — An Enhanced Standard in Strategic Advisory for the RIA Industry

Business Wire
by Business Wire0
Division Fuses Dynasty’s Innovative Technology, Investment, and Capital Platform With Embedded, Expertise in Growth Strategies, Branding, and Marketing Dynasty Financial Partners announced the formalization of the Dynasty Consulting Group, a premier management consulting division built to help the nation’s leading independent RIAs accelerate growth and create enterprise value. The enhanced......
Abacus Global Management and Dynasty Financial Partners Announce Minority Investment
Fintech Investment Services News

Abacus Global Management and Dynasty Financial Partners Announce Minority Investment

GlobeNewswire
by GlobeNewswire0
Continuing a Years-Long Strategic Partnership Abacus Global Management, a leader in the alternative asset management space, announced a minority investment in Dynasty Financial Partners (“Dynasty”), a leading provider of technology-enabled wealth management solutions for independent financial advisors. “Over the years, we have developed a deep relationship with the team at......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network
Finance News

LatAm-Focused Independent Wealth Management Firm – Welcy Capital Advisors – Joins Dynasty Network

Business Wire
by Business Wire0
Firm Looks to Expand Via M&A Opportunities Dynasty Financial Partners announced that Welcy Capital Advisors has joined the Dynasty Network. Welcy is the most recent independent advisory firm to leverage Dynasty Financial Partners’ industry-leading platform of technology-enabled wealth management solutions and business services for financial advisory firms. “We believe partnering......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API
Analytics Fintech News

Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API

Business Wire
by Business Wire0
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner......
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity
Finance News

Dynasty Financial Partners Plans to Acquire TruClarity Management Solutions

Fintech News Desk
by Fintech News Desk0
By Joining Dynasty, TruClarity President & CEO Pamela Stross and Her Team Bring Expertise in Advisor Transitions, Culture, and Development Strategies to Dynasty’s Expanding Service Roster Dynasty Financial Partners announced that the firm has entered into an exclusive non-binding letter of intent to acquire TruClarity Management Solutions, based in St.......
Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs
InsurTech News

Dynasty Financial Partners’ New Partnership with Boulevard Insurance Underlines Growing Sophistication of RIAs

Fintech News Desk
by Fintech News Desk0
With Access to Experts in Coverage Planning, Design and Implementation, BIS Provides Enhanced Protection to the High-Wealth End Clients of Firms in Dynasty’s Network of Independent RIAs Dynasty Financial Partners has announced a new strategic partnership with Boulevard Insurance Strategies (BIS). The relationship will help Dynasty’s Network of Advisors deliver......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
Dynasty Financial Partners Doubles Down on Tech
Artificial Intelligence Fintech News

Dynasty Financial Partners Doubles Down on Tech

Fintech News Desk
by Fintech News Desk0
Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer Dynasty Financial Partners announced today that two financial technology executives have joined the firm. Frank Coates has been named Chief Technology Officer and Taylor Howard has been appointed......
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