Dynasty Financial Partners

Dynasty Financial Partners

United States
Dynasty Financial Partners is a provider of wealth management and technology platforms for financial advisory firms. Their service pillars include community, technology finance, investment, capital sourcing, mergers and acquisitions, joint ventures, operations, marketing, compliance, and practice management. The firm caters to consumer products and services, information technology, and financial services sectors.
Founded date
01/01/2010
# of employees
51-100
Company type
For Profit

General & financials

Estimated revenue
$10M to $50M
# of funders
2
Founders
Edward C. Swenson, Shirl Penney
Industry group
Financial Services, Media and Entertainment, Professional Services

Founding

Top 5 investors
Envestnet, ABRY Partners, Charles Schwab Corporation
# of funding runds
3
Last founding
Total funded
$50.000.000

See more companies

See full list
Truxton Trust

Truxton Trust

Estimated revenue
$1M to $10M
# of employees
101-250
Company type
For Profit
Pythian

Pythian

Estimated revenue
$1M to $10M
# of employees
251-500
Company type
For Profit
Wayhome

Wayhome

Estimated revenue
$10M to $50M
# of employees
51-100
Company type
For Profit
vogogo

vogogo

Estimated revenue
$10M to $50M
# of employees
11-50
Company type
For Profit
Payveris

Payveris

Estimated revenue
$1M to $10M
# of employees
11-50
Company type
For Profit
RenoFi

RenoFi

Estimated revenue
$1M to $10M
# of employees
51-100
Company type
For Profit
White River Bancshares

White River Bancshares

Estimated revenue
$10M to $50M
# of employees
101-250
Company type
For Profit
Certent

Certent

Estimated revenue
$10M to $50M
# of employees
51-100
Company type
For Profit

How to get access to the full list?

Duplicate this list

Get access to a comprehensive list of companies with their industries, location and contacts infos.

Prepare outreach

Drafting good emails makes you more likely to get get results.

Track & Follow

Keeping momentum by managing all your angel investors prospects in a pipeline with pre-set stages: "contacted", "replied", "in discussion" for ex. Follow-up tightly, close in time.

What is folk?

folk is a lightweight and easy-to-use CRM that you can leverage to build lists of contacts and manage your processes with these contacts.

How to get access to this list of companies?

You can simply duplicate the list. You will need to create a folk account in order to duplicate the list properly.

What can I do with the list after duplicating it? 

On folk, you can directly email these companies and manage them in a pipeline board.