What is Dynasty Advisors's NAICS code?

Dynasty Advisors's NAICS code is 52 (Finance and Insurance).

Insights

Independent Advisory Strength Dynasty Advisors positions itself as a professional independent financial advisory with a focus on objective, client-centric financial goals. This suggests opportunities to offer technology solutions that enhance independence, client onboarding, and advisory workflow efficiency.

Growth Opportunity Revenue range of 1M to 10M and a small team (11-50 employees) indicate a mid-market advisory with potential needs for scalable tech, practice management, and operational support as they grow.

Talent Expansion Announcement of a new CFP/AIF joining the team signals ongoing hires and potential needs for onboarding platforms, training, compliance, and CRM integrations to support expanded capabilities.

Tech Stack Readiness Current tech usage includes iCIMS, AWS, DocuSign, Datadog and more, revealing openness to cloud-based, security-conscious, and analytics-enabled solutions that integrate with existing systems.

Market Positioning As a smaller independent advisor in a competitive landscape with larger peers, Dynasty Advisors could benefit from partnerships or services that differentiate through client experience, data analytics, and scalable back-office support.

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Dynasty Advisors Tech Stack

Dynasty Advisors uses 8 technology products and services including iCIMS, Amazon Web Services, Mimecast, and more. Explore Dynasty Advisors's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
Mimecast
Email Security
Constant Contact
Marketing Automation
DocuSign
Miscellaneous
Datadog
Real User Monitoring
HTTP/3
Web & Portal Technology
Piwik PRO Core
Web Analytics

Media & News

Dynasty Advisors, LLC hired Peter D'Amico on Jul 1st '21.
Dynasty Advisors LLC is so excited and pleased to announce that Peter D'Amico, CFP(R), AIF(R) joined its team in July!
Nov 07, 2021 | www.dynastyadvisors.com

Dynasty Advisors's Email Address Formats

Dynasty Advisors uses at least 4 email formats:

Dynasty Advisors Email Formats	Example	Percentage
FLast@dynastyadvisors.com	JDoe@dynastyadvisors.com	79%
LFirst@dynastyadvisors.com	DJohn@dynastyadvisors.com	13%
Last@dynastyadvisors.com	Doe@dynastyadvisors.com	6%
First.Last@dynastyadvisors.com	John.Doe@dynastyadvisors.com	2%

Frequently Asked Questions

What is Dynasty Advisors's phone number?

You can contact Dynasty Advisors's main corporate office by phone at

+1-732-734-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Dynasty Advisors's official website and social media links?

Dynasty Advisors's official website is dynastyadvisors.com and has social profiles on LinkedIn.

How much revenue does Dynasty Advisors generate?

As of July 2026, Dynasty Advisors's annual revenue is estimated to be $1M - $10M.

What is Dynasty Advisors's SIC code and NAICS code?

Dynasty Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Dynasty Advisors have currently?

As of July 2026, Dynasty Advisors has approximately 11 employees across 2 continents, including North America and Europe. Key team members include Chief Administrative Officer: M. S., Managing Director And Partner: B. G. and Directeur: T. Z. Explore Dynasty Advisors's employee directory with LeadIQ.

What industry does Dynasty Advisors belong to?

Dynasty Advisors operates in the Financial Services industry.

What technology does Dynasty Advisors use?

Dynasty Advisors's tech stack includes iCIMS, Amazon Web Services, Mimecast, Constant Contact, DocuSign, Datadog, HTTP/3 and Piwik PRO Core.

What is Dynasty Advisors's email format?

Dynasty Advisors's email format typically follows the pattern of FLast@dynastyadvisors.com. Find more Dynasty Advisors email formats with LeadIQ.

Dynasty Advisors

Q: What is Dynasty Advisors's official website and social media links?

Dynasty Advisors's official website is dynastyadvisors.com. Dynasty Advisors has social profiles on LinkedIn.

Q: How many employees does Dynasty Advisors have currently?

Dynasty Advisors has approximately 11 employees.

Q: What technology does Dynasty Advisors use?

Dynasty Advisors's tech stack includes Amazon S3, Datadog, HTTP/3, Cloudflare DNS, iCIMS.

Financial ServicesNew Jersey, United States11-50 Employees

Dynasty Advisors operates in the financial services sector from Iselin, New Jersey. The firm provides independent financial guidance to individuals, businesses, and institutions, focusing on an objective assessment of clients' goals. It emphasizes independence and experience as the basis for client advocacy and long-term relationships, aiming to deliver professional, unbiased guidance and a high level of service.

Its professionals draw on industry-focused experience and strategic alliances to help clients pursue personal and business financial objectives. A notable development in the firm's recent history is the addition of Peter D'Amico, CFP, AIF, who joined the team in July 2021.