Dynasty Financial Partners:
An Investment & Technology Platform Provider for Break-Away Brokers

Recently Released!!!
Date Published: October 12, 2022
Summary PowerPoint Deck: 46 Slides
Reference PowerPoint Deck: 87 Slides

Dynasty Financial Partners was founded by Todd Thomson, Shirl Penney, & Ed Swenson in 2009. The company is based in Saint Petersburg, FL. Dynasty Financial Partners has three offices, 90 employees, 48 financial advisor firm clients, 319 financial advisor clients, $67.5 billion assets under administration, $69.3 million revenues, & $15.9 million net profits. Dynasty Financial Partners is led by its CEO Shirl Penney & Chief Operating Officer Ed Swenson. Dynasty Financial Partners is privately owned. Its web site can be found at www.dynastyfinancialpartners.com

This research addresses the key historical phases of Dynasty Financial Partners, including:
  • Development Phase
  • Early Success Phase
  • Restaffing Phase
  • Initial Public Offering (IPO) Phase
Its profile includes the key statistics of the company, including its number of offices, employees, clients, financial advisor firm clients, financial advisor clients, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • Product Offer
  • Payouts
  • Custody Relationships
  • Technology Platform
  • Financial Advisors Financing Program
  • Business Building Support

And its profile concludes with the highlights of its organizational structure & ownership.

Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.