M&A Deal Summary

Dynasty Financial Partners Acquires TruClarity

On February 16, 2023, Dynasty Financial Partners acquired financial services company TruClarity

Acquisition Highlights
  • This is Dynasty Financial Partners’ 1st transaction in the Financial Services sector.
  • This is Dynasty Financial Partners’ 1st transaction in the United States.
  • This is Dynasty Financial Partners’ 1st transaction in Florida.

M&A Deal Summary

Date 2023-02-16
Target TruClarity
Sector Financial Services
Buyer(s) Dynasty Financial Partners
Deal Type Add-on Acquisition

Target

TruClarity

St. Petersburg, Florida, United States
TruClarity is an operator of a brand in the financial services marketplace that is aggressively capitalizing on the growing exodus of wirehouse financial advisors seeking independence. TruClarity's core business model serves as a turnkey business incubator, turning frustrated employee advisors into business owners without the need to be business operators. TruClarity creates customized, branded business engines that provide all the tools, services and start-up capital breakaway advisors need to obtain independence without the hassle or expense of running back-office operations. TruClarity was founded in 2015 and is based in St. Petersburg, Florida.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

Buyer

Dynasty Financial Partners

St. Petersburg, Florida, United States

Category Company
Sector Financial Services
DESCRIPTION

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.


DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2023 M&A 1 of 1