LinkedIn Profile

Access Dynasty Financial Partners historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal Headcount change in past 24 months Company Name Sector Industry
private:dynastyfinancialpartners 1572077 May 24th, 2019 12:00AM Dynasty Financial Partners 6.1K 77.00 Open Financial Services May 24th, 2019 11:01AM May 24th, 2019 11:01AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Open Core Services, Investment Platform, Transition Services, Financing, Technology, M&A, TAMP, Capital Markets & Investment Banking, Marketing, Compliance, Practice Management, Business Design & Consulting, RIA Registration and Licensing Open 1350 Avenue of the Americas, 32nd Floor New York NY US 10019 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 17th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 16th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 15th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 14th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 13th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 12th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 11th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 10th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services
private:dynastyfinancialpartners 1572077 Feb 9th, 2018 12:00AM Dynasty Financial Partners 2.0K 79.00 Open Financial Services Feb 9th, 2017 08:57AM Feb 9th, 2017 08:57AM Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry’s leading investment advisors realize their dreams of business ownership with reduced conflict of interest. Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com Follow us on Twitter: @DynastyFP Subscribe on Youtube: http://bit.ly/1MKXhC8 Dynasty Financial Partners Financial Services

Request a demo to view additional historical data, and much more.

Make fast
queries

No longer rely on engineers to access data; build and share queries with intuitive tools, and derive insights in real time.

Bookmark queries with your team

Save and share custom queries using a private bookmarking feature, accessible to your whole team.

Be first to know with alerts

Scan data points across millions of companies and receive emails when relevant metrics cross critical thresholds.

Visualize data for quick insights

Create custom keyword-based word clouds, charts, and advanced visualizations to quickly analyze the data.

Map competitor locations

Analyze competitor presence and growth over time by overlaying store locations with the Nearby Competitor feature.

Add widgets to your dashboards

Access existing maps, charts, word clouds, and other visualizations to understand your data quickly. Or build custom widgets to view data just the way you want it.