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Dynasty Financial Partners
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
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Dynasty Financial Partners at a glance
Dynasty Financial Partners is a financial services company headquartered in United States. Its most recent funding round, Growth, closed in February 2026. Xcout tracks 1 named person at Dynasty Financial Partners, including Shirl Penney (CEO and founder).
Dynasty Financial Partners leadership
- Shirl PenneyCEO and founder
Dynasty Financial Partners funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Growth | Undisclosed | 4 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Investors
Dynasty Financial Partners competitors
A few of Dynasty Financial Partners's closest competitors — see the full list of competitors and alternatives →
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
Brazen Global provides institutional infrastructure, portfolio management, research, and operational support to independent advisors, wealth boutiques, and family offices. The company enables these wealth management professionals to offer global public and private market investment solutions to affluent clients without building the infrastructure independently.
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More on Dynasty Financial Partners in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access