Dynasty Financial Partners
New York, New York, United States
How Dynasty Financial Partners hit $27.3M revenue with a 180 person team in 2023.
Dynasty Financial Partners, led by industry veterans, aids successful advisors in transitioning from financial advisors to accomplished entrepreneurs. The firm offers a fully customizable platform and comprehensive support to help advisors streamline business growth, broaden client services, and mitigate conflicts. Through their proven team, prominent product offerings, and unique services, Dynasty Financial Partners aims to enhance pricing, due diligence, and marketing for Registered Investment Advisors (RIAs) and their clients. Additionally, they provide transition financing and ongoing assistance via their Dynasty Network to support sustained growth. Dynasty Financial Partners is dedicated to assisting top investment advisors in achieving their aspirations of business ownership with decreased conflict of interest. With offices located in New York City, Chicago, Coral Gables, and San Francisco, Dynasty Financial Partners invites you to explore their services on their website at www.dynastyfinancialpartners.com Stay updated by following them on Twitter: @DynastyFP Subscribe to their Youtube channel: http://bit.ly/1MKXhC8
2010
Founded
$27.3M
2023 Revenue
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YOY
$0
Funding
Dynasty Financial Partners Revenue
In 2023, Dynasty Financial Partners revenue run rate hit $27.3M in revenue.
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2023
Dynasty Financial Partners hit $27.3M in revenue in 2023
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2010
Dynasty Financial Partners launched in 2010 with $0 revenue
Dynasty Financial Partners Funding History
No funding has been reported for Dynasty Financial Partners yet.
Team
Dynasty Financial Partners has 180 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 180 |
Founder / CEO
Shirl Penney
Q&A
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What's your age?
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Favorite online tool?
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Favorite book?
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Favorite CEO?
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Advice for 20 year old self
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Customers
Churn
Dynasty Financial Partners Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Shirl Penney | CEO | - | - |
Dynasty Financial Partners Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Shirl Penney | CEO | - | - |
Frequently Asked Questions about Dynasty Financial Partners
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When was Dynasty Financial Partners founded?
Dynasty Financial Partners was founded in 2010.
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How much revenue does Dynasty Financial Partners generate?
Dynasty Financial Partners generates $27.3M in revenue.
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Who is the CEO of Dynasty Financial Partners
The CEO of Dynasty Financial Partners is Shirl Penney.
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How much funding does Dynasty Financial Partners have?
Dynasty Financial Partners raised $0.
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How many employees does Dynasty Financial Partners have?
Dynasty Financial Partners has 180 employees.
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Where is Dynasty Financial Partners headquarters?
Dynasty Financial Partners is headquartered at New York, New York, United States
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