Venture Capital Investors

Dynasty Financial Partners

Dynasty Financial Partners is a VC investing group investing in select companies.

Venture Investor Overview

Contact Information

Background Information

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.

Profile

Social Media

Company News

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Last Transaction

8/30/2022

Transaction History

Our records indicate that Dynasty Financial Partners invested in the VC transactions listed below. Dollar amounts are for the entire raise, which may include other investors.

Investor Contacts

Title

Name

Email & Social

Chief Marketing Officer

Gordon Abel

        

Managing Director

Sally Cates

        

Chief Technology Officer

Frank Coates

        

Chief Executive Officer

Shirl Penney

        

Chief Operating Officer

Edward Swenson

        

Chief Financial Officer

Justin Weinkle

        

Funds

No fund closings have been recorded for this company.

Portfolio Companies

Dynasty Financial Partners has invested in only one tech company, according to our database records. If we are missing a portfolio company, please let us know.

Browse more venture capital investors:

Dynamo Ventures | DYNC Atlantic Investment

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About Our VC Investors Database

The venture capital investor data above is provided by VentureDeal.com, a market leader in private equity transaction data.

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