Insights

Growth Opportunity Mid-size financial services recruiting firm with 11-50 employees and revenue between 10M-25M presents an opportunity for strategic partnerships, expansion services, or premium recruiting solutions to support scale as they extend client reach and advisor placement.

Talent Acquisition Experience in matching elite financial advisors to top Wall Street firms suggests a need for advanced recruiting tech, onboarding optimization, and candidate relationship management tools to enhance placement velocity and retention.

Leadership Transition Recent leadership change in advisor recruiting signals potential demand for executive search, succession planning, and organizational development services to stabilize growth and attract high-caliber talent.

Digital Readiness Current tech stack includes Wix, WordPress, and cloud/SaaS tools; opportunity exists to offer scalable website/e-commerce improvements, marketing automation, and data analytics to drive lead generation and client engagement.

Market Positioning Specialization in recruiting elite advisors for decorated Wall Street firms positions Dynasty Consulting for partnerships with financial services ecosystems, training programs, and solution bundles tailored to high-end advisory networks.

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Dynasty Consulting Tech Stack

Dynasty Consulting uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Dynasty Consulting's tech stack below.

Wix
Content Management System
WordPress
Content Management System
Wix eCommerce
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Sentry
Issue Trackers
JSON-LD
Javascript Frameworks
Polyfill
Javascript Libraries

Media & News

Jack Manire leaves Dynasty Consulting after serving as vice president of advisor recruiting and joins The Forum Group to help build its private wealth management division.
Mr. Manire brings deep experience in the wealth management space, having previously served as vice president of advisor recruiting at Dynasty Consulting.
Mar 20, 2026 | huntscanlon.com

Dynasty Consulting's Email Address Formats

Dynasty Consulting uses at least 1 email format:

Dynasty Consulting Email Formats	Example	Percentage
F.Last@dynastyoneconsulting.com	J.Doe@dynastyoneconsulting.com	100%

Frequently Asked Questions

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

Dynasty Consulting's official website is dynastyoneconsulting.com and has social profiles on LinkedIn.

How much revenue does Dynasty Consulting generate?

As of October 2026, Dynasty Consulting's annual revenue is estimated to be $10M - $25M.

What is Dynasty Consulting's NAICS code?

Dynasty Consulting's NAICS code is 52 - Finance and Insurance.

How many employees does Dynasty Consulting have currently?

As of October 2026, Dynasty Consulting has approximately 19 employees across 2 continents, including North America and Europe. Key team members include Director: T. L. Explore Dynasty Consulting's employee directory with LeadIQ.

What industry does Dynasty Consulting belong to?

Dynasty Consulting operates in the Financial Services industry.

What technology does Dynasty Consulting use?

Dynasty Consulting's tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, JSON-LD and Polyfill.

What is Dynasty Consulting's email format?

Dynasty Consulting's email format typically follows the pattern of F.Last@dynastyoneconsulting.com. Find more Dynasty Consulting email formats with LeadIQ.

When was Dynasty Consulting founded?

Dynasty Consulting was founded in 2019.

Dynasty Consulting

Q: How many employees does Dynasty Consulting have currently?

Dynasty Consulting has approximately 19 employees.

Q: What technology does Dynasty Consulting use?

Dynasty Consulting's tech stack includes Microsoft 365, Priority Hints, Sitelinks Search Box, X-Content-Type-Options, html5media.

Q: What is Dynasty Consulting's NAICS code?

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

Financial ServicesNew York, United States11-50 Employees

Dynasty Consulting operates in the financial services sector, specializing in recruiting skilled financial advisors for leading Wall Street firms. It emphasizes a personal, hands-on approach to talent placement, aiming to pair elite advisors with highly decorated firms. The team brings over 25 years of collective recruiting experience, a core differentiator in a sensitive and competitive market. 

Based in White Plains, New York, the firm is a small to mid-sized player within financial services. In March 2026, a leadership change was reported with the departure of the vice president of advisor recruiting, who had previously held that role at Dynasty Consulting.