Dynasty Financial Partners Inc.
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.
|Address||200 Central Avenue, 15th Floor St. Petersburg, Florida 33701|
|Phone Number||(212) 373-1000|
|View Prospectus:||Dynasty Financial Partners Inc.|
|Revenues||$62.7 mil (last 12 months)|
|Net Income||$12.5 mil (last 12 months)|
|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:|
|Quiet Period Expiration Date:||Available only to Subscribers|
|Lock-Up Period Expiration Date:||Available only to Subscribers|
|SCOOP Rating||Available only to Subscribers|
|Rating Change||Available only to Subscribers|