Dynasty Financial Partners

10 Decision Makers · 8 Verified Contacts & Email Format

📍 St. Petersburg, Florida, United StatesFinance & Banking🗓 Est. 2010👥 251–500 employees

About Dynasty Financial Partners

Dynasty Financial Partners is a wealth-tech platform for financial advisors.

Email Format

{first_name}{last_name}@dynastyfinancialpartners.com
100% sarahsmith@dynastyfinancialpartners.com

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Leadership & Decision Makers

Contact details of 10 Dynasty Financial Partners decision makers

Shirl Penney

Chief Executive Officer LinkedIn
Work s*********y@dynastyfinancialpartners.com

Sally Cates

Managing Director LinkedIn
Work s********s@dynastyfinancialpartners.com

Caitlin Douglas

Director, Head of Transition Services LinkedIn
Work c************s@dynastyfinancialpartners.com

Nicholas Stile

Vice President Marketing LinkedIn
Work n***********e@dynastyfinancialpartners.com

Pat Nerney

Vice President LinkedIn
Work p*******y@dynastyfinancialpartners.com

Leigh Emery

Vice President, Chief Compliance Officer for the Dynasty Network LinkedIn
Work l********y@dynastyfinancialpartners.com

Gordon Abel

Managing Director, Chief Marketing Officer & Head of Diversity and Inclusion LinkedIn
Work g********l@dynastyfinancialpartners.com

Ron Insana

Chief Market Strategist
No contact data available

Frank Coates

Chief Technology Officer
No contact data available

Edward C. Swenson

Founder
No contact data available

Team & Specialists

Contact details of 1 Dynasty Financial Partners team members

Kate Pierson

Business Development Manager LinkedIn
Work k*********n@dynastyfinancialpartners.com

General Emails

General company emails, e.g. customer support lines

info@dynastyfinancialpartners.com General Inquiries
sallycates@dynastyfinancialpartners.com
patmulvey@dynastyfinancialpartners.com
shirlpenney@dynastyfinancialpartners.com

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Company Info
+1 212 373 1000
St. Petersburg, Florida, United States
Legal Name Dynasty Financial Partners, LLC.
Employees 251-500
Founded Date 2010
Company Type For Profit
Operating Status Active
Investor Type Private Equity Firm
Last Funding Type Venture - Series Unknown
Phone Number +1 212 373 1000
Last Investment Activity Nov 7, 2023
Investments Activity Nov 7, 2023Sep 22, 2023Aug 22, 2023
Where this data comes from

Records are compiled from publicly available sources and checked as described in our methodology.

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Frequently Asked Questions about Dynasty Financial Partners

What does Dynasty Financial Partners do?

Dynasty Financial Partners is a wealth-tech platform for financial advisors.

Where is Dynasty Financial Partners headquartered?

Dynasty Financial Partners is headquartered in St. Petersburg, Florida, United States.

When was Dynasty Financial Partners founded?

Dynasty Financial Partners was founded in 2010.

How many employees does Dynasty Financial Partners have?

Dynasty Financial Partners has approximately 251-500 employees.

What industry is Dynasty Financial Partners in?

Dynasty Financial Partners operates in the Finance & Banking industry.

What is the email format for Dynasty Financial Partners?

The most common email format at Dynasty Financial Partners is {first_name}{last_name}@dynastyfinancialpartners.com. For example: firstnamelastname@dynastyfinancialpartners.com.

How do I contact Dynasty Financial Partners?

You can contact Dynasty Financial Partners via email at info@dynastyfinancialpartners.com or sallycates@dynastyfinancialpartners.com, headquartered in St. Petersburg, Florida, United States.

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