Dynasty Financial Partners is a technology-enabled wealth management platform founded in 2010. The company specializes in supporting independent financial advisors and registered investment advisors (RIAs) by providing institutional-grade infrastructure and services. Dynasty aims to help advisors enhance efficiency, scalability, and client service while maintaining their independence. The company offers a comprehensive suite of services tailored for RIAs, including community networking, technology and CRM solutions, proprietary financial analytics, compliance support, and practice management coaching. Its investments platform features separately managed accounts, outsourced CIO services, and access to alternative investments. Additionally, Dynasty provides advisory services for mergers, acquisitions, and capital-raising initiatives. Dynasty primarily serves independent financial advisory firms focused on high-net-worth clients. The platform is designed to help these firms scale their operations while leveraging advanced technology and minimizing conflicts of interest. Backed by private equity firm Abry Partners, Dynasty is recognized as a leader in the independent advisor movement.