Dynasty Financial Partners - M&A Summary and Business Overview

Financial ServicesCompany

Dynasty Financial Partners M&A Summary

Dynasty Financial Partners has acquired 1 company, including 1 in the last 5 years.

Dynasty Financial Partners has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Dynasty Financial Partners Business Overview

Where is Dynasty Financial Partners headquartered?

Dynasty Financial Partners is headquartered in St. Petersburg, Florida.

What sector is Dynasty Financial Partners in?

Dynasty Financial Partners is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Dynasty Financial Partners

Dynasty Financial Partners LLC

200 Central Avenue, 15th floor,
St. Petersburg, Florida 33701
United States,
(212) 373-1000
www.dynastyfinancialpartners.com

Dynasty Financial Partners is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high-net-worth and ultra-high-net-worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform, delivered via a suite of proprietary and third-party technologies. Dynasty Financial Partners is based in St. Petersburg, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - 1 - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
TCH II LLC 2023-02-16 - Add-on Acquisition
St. Petersburg, Florida · www.mytruclarity.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Florida 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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Related Lists for Dynasty Financial Partners

Florida Companies , Financial Services Companies , United States Companies , Florida Financial Services Companies , Florida Financial Services with Acquisitions , Florida Financial Services with Divestitures

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