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

Stone Hilll Partners

Stone Hilll Partners is a Gatineau, QC-based company in the Financial Services sector.

Hayground Cove Asset Management

Hayground Cove Asset Management is a New York, NY-based company in the Financial Services sector.

Accreditrust

Accreditrust delivers sustainable trust through verifiable and portable digital credentials. Accreditrust proves a credential`s authenticity, who issued it, and to whom it belongs. TrueCred™ is a SaaS solution for processing tamper-proof credentials. TrueCred allows credential providers to focus on building great applications rather than technology. Companies that offer credential processing, instructional delivery, testing, human capital management and professional networking applications license TrueCred APIs to process secure credentials. Accreditrust is the only global service provider for the curation of sustainable, portable and independently verifiable credentials.

Portico Capital

Portico Capital is a Greenwich, CT-based company in the Financial Services sector.