Key facts
- Dynasty Financial Partners’s last known valuation is $800.0M (Oct 2024).
- It has raised $195.0M; the latest was Debt - General ($125.0M) in Sep 2025.
- Notable investors include BlackRock, J.P. Morgan, Fortress Investment Group, Abry Partners, Abacus Global Management — 8 tracked in total.
- Status: Privately Held (backing).
Leadership
- Andrew ButteSenior Vice President
- Angie HammondHead & Senior Vice President
- Ashli TomasHead & Senior Vice President
- Robert SheaChief Investment Officer & Executive
- ·The complete investor list — 8 names
- ·Watchlist + deal alerts for Dynasty Financial Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for Dynasty Financial Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Dynasty Financial Partners
Operator of a wealth management and technology platform intended for independent financial advisors. The company offers various services, including practice management, marketing, finance, compliance, investment, and related services, thus helping its clients grow their business and enterprise value.
- Sector
- Financial Services
- HQ
- Saint Petersburg, FL, United States
- Founded
- 2010
- Employees
- 185
- Ownership
- Privately Held (backing)
Dynasty Financial Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Dynasty Financial Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Dynasty Financial Partners in its N-PORT filings yet. We sweep new filings monthly.