Dynasty Financial Partners has announced the successful closure of a minority capital raise supported by its community of stakeholders including its employees, clients and resource partners, as well as several of its long-standing investors and members of its board of directors. Investors include The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset Management, Abry Partners, Glick Family Office and Dynasty chairman Harvey Golub, as well as various clients. Fortress Investment Group participated as a new investor. This announcement marks the sixth capital raise since Dynasty’s founding in 2010.
Proceeds from the investment round will be used to bolster support for Dynasty’s network of partner firms, enabling them to better serve their clients. Notably, it will fuel continued growth in talent and cutting-edge AI-driven technology, facilitating the integration of Dynasty Desktop and Core Services; enhance the firm’s investment platform with a focus on private inves
