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Company info:

RIA department info:

  • Contact:
  • 212-373-1000

Etcetera:

  • Founded in 2010

Q&A:

What is the service or product you offer to RIAs?

Dynasty redefines what is possible in wealth management by helping advisors achieve full independence and deliver a distinctive end-client experience. Our Service Pillars offer a sophisticated and comprehensive array of services that support each firm on our Network platform. 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 some of the wealth management industry's leading marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping the wealth management industry’s leading investment advisors realize their dreams of business ownership and reduced conflict of interest. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to some of the wealth management industry's leading marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping the wealth management industry’s leading investment advisors realize their dreams of business ownership and reduced conflict of interest.

How do you differentiate your offering from competitors?

Successful investment advisors – looking to launch an RIA – choose Dynasty Financial Partners fully customized institutional-quality platform. You own and control 100% of the business, we provide the back and middle office support and have access to the Dynasty Independent Network of Advisors to promote community, collaboration, and success.

What else would you like to say about your business?

Independence is more than just a transition; it’s a transformation, an opportunity to own what you’ve created and build a legacy you can pass on. With Dynasty Financial Partners, you’ll work with our professional transition team that partners with you before, during and after your launch so you take exactly the right steps at the right time. No roadblocks, no detours, no wrong turns. We’ve perfected the route for our Network, and with our resources and expertise behind you, we can make your journey a successful one.

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