Dynasty Financial Partners Revenue and Competitors
Estimated Revenue & Valuation
- Dynasty Financial Partners's estimated annual revenue is currently $27.5M per year.
- Dynasty Financial Partners's estimated revenue per employee is $143,000
Employee Data
- Dynasty Financial Partners has 192 Employees.
- Dynasty Financial Partners grew their employee count by 22% last year.
Dynasty Financial Partners Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $147.6M | 794 | 27% | $58.5M | N/A |
What Is Dynasty Financial Partners?
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. 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 highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry's leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8
keywords:Finance
N/A
Total Funding
192
Number of Employees
$27.5M
Revenue (est)
22%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Dynasty Financial Partners's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Managing Director Communications and Public Relations | Reveal Email/Phone |
3 | SVP, Investment Platforms Management | Reveal Email/Phone |
4 | Head Human Resources Strategy and Culture | Reveal Email/Phone |
5 | Chief Legal and Governance Officer | Reveal Email/Phone |
6 | Managing Director | Reveal Email/Phone |
7 | COO | Reveal Email/Phone |
8 | CFO | Reveal Email/Phone |
9 | Chief Digital Officer | Reveal Email/Phone |
10 | Director | Reveal Email/Phone |
Dynasty Financial Partners News
... equity they are willing to give to someone else, says Harris Baltch, head of M&A and Capital Strategies at Dynasty Financial Partners.
Dynasty Financial Partners is the industry advocate for independent financial advisors. Our mission is to help advisors achieve their...
--(BUSINESS WIRE)--A Philadelphia financial planning team announced today that they have partnered with Dynasty Financial Partners and are...
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $35M | 192 | 10% | N/A |
#2 | $28.9M | 192 | -25% | $17.1M |
#3 | $30.6M | 192 | N/A | N/A |
#4 | $28.9M | 192 | -16% | $7.5M |
#5 | $30.6M | 192 | N/A | N/A |