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Dynasty Financial Partners

200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701, United States

Overview

Wealth management and technology platforms for advisory firms.

Founded

2010

Deals ยท 12mo

1

Links

WebsiteLinkedInX (Twitter)

Stage focus

Series A
Series B

Geographic focus

United States

Sector focus

Advice
Consulting
Finance
Financial Services
...

Investment portfolio

2rounds
NAMEDATESIZE
Wealth.com
Apr 2026Participated
$65 MSeries B
VRGL
Aug 2022Participated
$15 MSeries A
Wealth.com
Apr 2026Participated
$65 MSeries B
VRGL
Aug 2022Participated
$15 MSeries A
2
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Dynasty Financial Partners: 2 funding rounds are recorded in the selected participation categories.All available history.
Dynasty Financial Partners: 2 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series A01
Series B01

Monthly Deal Activity

Dynasty Financial Partners: 2 deals are recorded across 51 months.All available history.
Dynasty Financial Partners: 2 deals are recorded across 51 months. All available history
MonthDeals
Aug '221
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '261
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Dynasty Financial Partners: Fintech is the largest displayed sector by deal count (2 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Dynasty Financial Partners: Fintech is the largest displayed sector by deal count (2 deals). All available history
SectorDeals
Fintech2
Enterprise Software1
Media & Entertainment1
AI & Machine Learning1
Professional Services1
Data, Analytics & IT1

Deal Size Distribution

Dynasty Financial Partners: 2 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Dynasty Financial Partners: 2 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M1
$25M-$50M0
$50M-$100M1
$100M-$250M0
$250M-$500M0
$500M-$1B0
$1B+0

Deals By Geography

Dynasty Financial Partners: United States has the largest recorded deal count among the displayed regions (2 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Dynasty Financial Partners: United States has the largest recorded deal count among the displayed regions (2 deals). All available history
RegionDeals
United States2
Dynasty Financial Partners: 17 co-investors are shown, with 53 Stations sharing 1 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

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Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Dynasty Financial Partners: 17 co-investors are shown, with 53 Stations sharing 1 recorded deals. All available history
Co-investorShared deals
53 Stations1
Alumni Ventures1
Anthos Capital1
Charles Schwab1
Checchi Capital1
Citi Ventures1
Fin Capital1
FINTOP Capital1
Flyover Capital1
Google Ventures1
MissionOG1
Northwestern Mutual Future Ventures1
PruVen Capital1
Sallyport Investments1
Telstra Ventures1
The Compound Capital1
The K Fund1

Investment Strategy

Dynasty Financial Partners: Led accounts for 0% and participating for 100% of round participation.All available history.
Dynasty Financial Partners: Led accounts for 0% and participating for 100% of round participation. All available history
CategoryDeals (count)Share (%)
Led00%
Participating2100%
Dynasty Financial Partners: Single-lead accounts for 0% and co-led for 0% of lead dynamics.All available history.
Dynasty Financial Partners: Single-lead accounts for 0% and co-led for 0% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led00%

Lead dynamics requires at least one led deal in this range

Team

Frank Coates

Chief Technology Officer

Harvey Golub

Chairman

Leslie Norman

Chief Technology Officer

Ron Insana

Chief Market Strategist

Shirl Penney

Partner, President and CEO