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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 helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Creandum is a leading European venture capital investor, focusing on innovative and fast-growing technology companies within consumer, software and hardware industries. Over the last decade the Creandum Funds have invested in more than 50 companies including Spotify, Tictail, iZettle, and Vivino.
GE Asset Management Incorporated is a Stamford, CT-based company in the Financial Services sector.
OCA Ventures is one of the leading companies in the Financial Services sector.
Mid Oaks Investments LLC is a Buffalo Grove, IL-based company in the Financial Services sector.