Dynasty Financial Partners
Dynasty Financial Partners provides comprehensive services and solutions for financial advisors, including transition support, compliance, marketing, and investment platforms, with a network of 53 firms managing $85 billion in assets.
Services
Dynasty Financial Partners offers a wide range of services aimed at supporting financial advisors and RIAs. Key services include transition assistance, a compliance platform, marketing expertise, business solutions, and capital strategies. The firm also provides integrated operations, technology, growth plans, and an array of investment solutions. Additionally, Dynasty helps advisors create a differentiated experience for clients through its network advisory firms, and evaluates acquisition and succession opportunities to improve the efficiency and valuation of RIAs.
WealthTech Platform and Community
Dynasty Financial Partners leverages a proprietary WealthTech platform to support independent advisors. This platform offers a flexible, customizable investment platform integrating research, tools, technology, manager access, operations, and compliance support. Additionally, the company has built a community of advisors, providing peer-to-peer networking, education, and exclusive events to promote collaboration and growth within the Dynasty Community. The network comprises 53 firms and over 300 financial advisors across the country, managing $85 billion in assets under administration as of Q4 2023.
Compliance Solutions
Dynasty Financial Partners offers comprehensive compliance solutions designed to protect advisors' firms and clients. These solutions provide advisors with structure, content, tools, and advice to navigate complex regulatory environments. The aim is to take the uncertainty out of compliance, allowing advisors to focus on their core business functions while ensuring adherence to industry standards and regulations.
Capital Solutions and M&A Advisory
Dynasty Financial Partners supports advisors with a range of capital solutions and M&A advisory capabilities. These include traditional credit, revenue participation interest, and minority equity to cover various business initiatives. The M&A advisory capabilities span financial analysis, due diligence, negotiation, and access to capital strategies, helping advisors manage mergers, acquisitions, and other strategic transactions effectively.
Marketing and Transition Services
Dynasty Financial Partners provides in-house marketing services to Dynasty Network Partners, including creative design and production. The firm also offers a detailed, hands-on transition process for advisors looking to transition their businesses to independence. This process covers all steps involved in business transition, ensuring a smooth and efficient move to an RIA model. Additionally, the company hosts the 'Powering Independence' podcast series, discussing topics related to the RIA space and wealth management.