Dynasty Financial Partners is a technology-enabled wealth management solutions provider, offering a comprehensive platform of software, tools, and services to support financial advisory firms, primarily catering to high-net-worth and ultra-high-net-worth clients. The company advocates for independent wealth management, enabling advisors to launch, scale, and grow their businesses effectively while focusing on superior client service.
Recent Transactions involving Dynasty Financial Partners
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Fast Growing Dynasty Financial Partners Plans to Acquire TruClarity, a Wealth Management Consulting Firm That Supports Financial Advisor Independence |
TruClarity Management Solutions |
Dynasty Financial Partners |
Financial Advisor Consulting |
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