CTOs on the Move

Dynasty Financial Partners

www.dynastyfinancialpartners.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million

Executives

Name Title Contact Details
Eric Castillo
 Chief Technology Officer Profile

Similar Companies

Amber Capital

Amber Capital is a New York, NY-based company in the Financial Services sector.

Athens Capital Management

Athens Capital Management is a Santa Barbara, CA-based company in the Financial Services sector.

GPB Capital

GPB Capital is a New York-based alternative asset management firm focusing on acquiring income-producing private companies. GPB Capital provides their portfolio companies with the strategic planning, managerial insight and capital needed to enable strong businesses to work towards the next level of growth and profitability.

Beecken Petty O'Keefe and Company

We pride ourselves in maintaining a collaborative relationship among all of our partners and portfolio company executives, ensuring all portfolio companies access to the full range of the firm's experience and intellectual resources. BPOC evaluates,

Emergence Capital Partners

Emergence Capital is a top Silicon Valley venture capital firm focusing on enterprise cloud and software as a service (SaaS) applications. As a leading cloud VC, we assist early and growth stage startups seeking capital, particularly Series A and Series B financing. We enjoy investing in visionaries who are developing the next generation of enterprise technology.