Dynasty Financial Partners Inc.

General Information

We believe we are a leading provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth (“HNW”) and ultra-high net worth (“UHNW”) clients. As defined by Cerulli, HNW clients are identified as those with $5 million or more investable assets and UHNW clients are identified as those with $20 million or more investable assets.

We provide access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies integrated within the Dynasty Desktop. Our offerings give our advisory firm clients the freedom to address their clients’ needs in an objective and independent manner. Our technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better-equipped to serve their clients.

Industry: Investment Advice
Employees: 75
Founded: 2010
Contact Information
Address 200 Central Avenue, 15th Floor St. Petersburg, Florida 33701
Phone Number (212) 373-1000
Web Address http://www.dynastyfinancialpartners.com/
View Prospectus: Dynasty Financial Partners Inc.
Financial Information
Market Cap
Revenues $62.7 mil (last 12 months)
Net Income $12.5 mil (last 12 months)
IPO Profile
Symbol DSTY
Exchange NASDAQ
Shares (millions): 0.0
Price range $0.00 - $0.00
Est. $ Volume $100.0 mil
Manager / Joint Managers Goldman Sachs/ J.P. Morgan/ Citigroup/ RBC Capital Markets
CO-Managers D.A. Davidson & Co./ Keefe, Bruyette & Woods/ Maxim Group
Expected To Trade:
Status: TBA
Quiet Period Expiration Date:
Lock-Up Period Expiration Date:
SCOOP Rating
Rating Change