Tag: Dynasty Financial Partners

Dynasty Financial Partners, a provider of technology-enabled wealth management solutions for independent financial advisers, has entered into a strategic deal with Abacus Global Management, a Nasdaq-listed alternative asset manager.

Dynasty Financial Partners, a prominent player in the FinTech sector, has successfully closed a minority capital raise aimed at accelerating its growth trajectory.

Compliance management software provider SmartRIA has closed a second strategic investment from Dynasty Financial Partners and MarketCounsel.

VRGL, which offers wealth managers institutional-grade analytics and automated data extraction tools, has collected $15m for its Series A round.

WealthTech company Envestnet has joined forces with Dynasty Financial Partners for a new project to boost the financial knowledge of their clients.