Tag: Dynasty Financial Partners

Compliance company SmartRIA secures strategic investment

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

WealthTech VRGL nets $15m for automated data extraction

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

Envestnet partners with Dynasty Financial Partners to launch a new financial...

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

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