Tech Company Financing Transactions
Dynasty Financial Partners Funding Round
On 2/9/2026, Dynasty Financial Partners announced funding from ABRY Partners, BlackRock and Charles Schwab Corporation.
Transaction Overview
Company Name
Announced On
2/9/2026
Transaction Type
Venture Equity
Amount
Unknown
Round
Undisclosed
Investors
Proceeds Purpose
The company intends to use the funds to enhance its AI-driven technology, expand its investment platform with a focus on private investments and OCIO services, provide capital for network M&A, and grow the Dynasty Investment Bank.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
200 Central Avenue, 15th Floor
St Petersburg, FL 33701
USA
St Petersburg, FL 33701
USA
Phone
Email Address
Not Recorded
Overview
We are the industry advocate for independent advisors. Our mission is to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients. Dynasty was designed to power your unique journey. Whether you're providing wealth management advice or looking to find the right independent financial advisor, we're here to unlock your new future through the freedom, flexibility, and control that come with full independence.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Shirl Penney
Chief Financial Officer
Noble Harris
Chief Financial Officer
Justin Weinkle
Chief Information Officer
Zong Chen
Chief Marketing Officer
Gordon Abel
Chief Marketing Officer
Sally Cates
Chief Operating Officer
Katie Cook
Chief Operating Officer
Marc Hineman
Chief Technical Officer
Leslie Norman
VP - Administration
Jennifer Dorgan
VP - Administration
Jeremy Gilbert
VP - Bus. Development
Tim Oden
VP - Client Services
Andrew Marsh
VP - Engineering
Vladimir Voyuts
VP - Finance
Cameron Bullock
VP - General Counsel
Shawn Shook
VP - Human Resources
Angie Hammond
VP - Human Resources
Mason Salit
VP - Marketing
Catherine Mitchell
VP - Marketing
Nicholas Stile
VP - Marketing
Brittanie Stilwell
VP - Operations
Samantha Sullivan
VP - Product Management
Ryan O'Connell
VP - Product Management
Tim Reinhart
Browse more venture capital transactions:
Prev: 2/9/2026: Safqah Capital venture capital transaction
Next: 2/9/2026: Aerska venture capital transaction
Share this article
Where The Data Comes From
We document funding rounds that are announced publicly. VC investment data records on this site are sourced from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.
Additional Resources for Entrepreneurs