Dynasty Financial Partners:
A Leading-Edge Investment & Technology Platform Provider

Recently Released!!!
Date Published: March 2012
Comprehensive Power Point Deck: 53 Slides

Summary Power Point Deck: 25 Slides

Dynasty Financial Partners was founded in 2009, is based in New York, NY, has 13 employees, 9 financial advisor firm clients, 9 financial advisor clients, & $10.0 billion assets under administration. Dynasty Financial Partners is led by its chairman Todd Thomson, CEO Shirl Penney, & chief operating officer Ed Swenson, and is privately owned. Dynasty Financial Partners' web site can be found at www.dynastyfinancialpartners.com.

Dynasty Financial Partners' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Development Phase
  • Build Out Phase
  • Awards Phase
Its profile includes the key statistics of the firm, including its number of employees, financial advisor firm clients, financial advisor clients, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core services:
  • Product offer
  • Payouts
  • Technology platform
  • Financial advisor financing program
  • Business building support
And its profile concludes with the highlights of its organizational structure & ownership.

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