What departments does Dynasty Financial Partners have?

Dynasty Financial Partners has employees across 12 departments including Administrative, Operations, Marketing, Product Management, Finance.

What is the largest department at Dynasty Financial Partners?

The largest department at Dynasty Financial Partners is Marketing with 5 employees.

Where are Dynasty Financial Partners employees located globally?

Dynasty Financial Partners has employees across 5 continents and 8 countries including Kenya, Malaysia, Germany, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Dynasty Financial Partners's team size changed over time?

Dynasty Financial Partners's team has grown from approximately 202 to 204 employees based on available data.

Dynasty Financial Partners Employee Directory

Financial ServicesFlorida, United States201-500 Employees

Dynasty Financial Partners operates a support platform for independent wealth management advisors and RIAs, aiming to help them serve clients more effectively while growing their enterprise value. It collaborates with a selective group of advisors aligned with its Network Partners and shared values to foster a connected community within wealth management and financial literacy. Its core service model provides middle- and back-office support across Finance, Technology, Marketing, Compliance, Practice Management, Investments, and Consulting, and it offers flexible capital and M&A support to help firms develop, expand and plan for succession. Headquartered in St. Petersburg, Florida, Dynasty Financial Partners operates with four offices across the country and positions itself as an industry advocate within financial services. Originally founded in New York as a registered investment advisor support platform, the company relocated to St. Petersburg in 2019; in June 2026 it announced the acquisition of Optima Group.

Dynasty Financial Partners Global Highlights

North America
270

United States Of America
266
Mexico
3
Canada
1

Europe
2

Germany
1
United Kingdom Of Great Britain And Northern Ireland
1

Africa
1

Kenya
1

Asia
1

Malaysia
1

Oceania
1

Fiji
1

Dynasty Financial Partners's Leadership

J. D.
Chief Administrative Officer
Mobile Phone
Email
E. S.
Chief Operating Officer
Mobile Phone
Email
D. D.
Vice President - M&a & Capital Strategies
Mobile Phone
Email
K. M.
Vice President Network Partner Marketing
Mobile Phone
Email
J. V. E.
Head Of Dynasty Connect And Service
Mobile Phone
Email
B. B.
Head Of Dynasty Connect
Mobile Phone
Email
A. E.
Senior Vice President Product Management
Mobile Phone
Email
S. R.
Senior Vice President, Finance
Mobile Phone
Email

Dynasty Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Analytics
Marketing
Information Technology
Other
Engineering
Banking
Entrepreneurship
Community & Social Services
Sales
Business Development

Contact profiles from Dynasty Financial Partners

Name

Title

Contact

Location

Last Update

N. G.
Senior Vice President, Investments
Mobile Phone
Email
Oct 16, 2024
S. K.
Vice-President
Mobile Phone
Email
Oct 16, 2024
C. F. M.
Director
Mobile Phone
Email
Sep 02, 2026
J. W.
Marketing Manager
Mobile Phone
Email
Jul 15, 2026
H. G.
Investment Platform Operations, Senior Account Manager
Mobile Phone
Email
Apr 16, 2026
A. B.
Relationship Manager
Mobile Phone
Email
Apr 15, 2026
G. A.
Manager, Cpa Tax
Mobile Phone
Email
Oct 23, 2024
S. M.
Senior Associate
Mobile Phone
Email
Mar 25, 2026
S. M.
Principal
Mobile Phone
Email
Oct 17, 2024
A. M.
Vice Chairman
Mobile Phone
Email
CanadaOntario
Jun 29, 2026

Frequently Asked Questions

What is Dynasty Financial Partners known for?

Dynasty Financial Partners was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-373-****

. Explore Dynasty Financial Partners's company overview page for more information.

What is Dynasty Financial Partners's most common email format?

Dynasty Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dynasty Financial Partners email formats with LeadIQ.

How many employees does Dynasty Financial Partners have currently?

Dynasty Financial Partners has approximately 255 employees as of August 2026. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are Dynasty Financial Partners's key employees and leadership?

As of August 2026, Dynasty Financial Partners's key employees include:

Chief Administrative Officer: J. D.
Chief Operating Officer: E. S.
Vice President - M&a & Capital Strategies: D. D.
Vice President Network Partner Marketing: K. M.
Head Of Dynasty Connect And Service: J. V. E.

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Dynasty Financial Partners Employee Directory

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