July 31, 2014 11:03 PM ET

Internet Software and Services

Company Overview of Dynasty Financial Partners, LLC

Company Overview

Dynasty Financial Partners, LLC provides investment and technology platforms for independent financial, investment, and wealth management advisors. The company’s solutions include open-architecture technology platform comprising contact management and financial planning systems, investment analytics technologies, proposal generation, multi-source institutional investment research, data aggregation and performance reporting systems, and custodial services. Its solutions also include open-architecture wealth management platform that covers traditional capital markets, institutional quality traditional and alternative investment manager research, separately managed funds, estate and trust capab...

1330 Avenue of the Americas

39th Floor

New York, NY 10019

United States

Founded in 2010

Phone:

212-373-1000

Fax:

212-373-1050

Key Executives for Dynasty Financial Partners, LLC

Chief Executive Officer
Chief Financial officer and Partner
Chief of Staff
Senior Vice President of RIA & Transition Services
Compensation as of Fiscal Year 2014.

Dynasty Financial Partners, LLC Key Developments

Hollywall Entertainment, Inc. Announces Advisory Agreement with Dynasty Financial Partners, LLC

Hollywall Entertainment, Inc. announced advisory agreement With Dynasty Financial Partners, Llc. Hollywall Entertainment, Inc. has engaged Dynasty Wealth Management, the wealth management division of Dynasty Financial Partners, LLC to provide financial consulting and strategic advice as they grow their media and entertainment platform.

Dynasty Financial Partners Appoints Paul Metzger as Chief Technology Officer

Dynasty Financial Partners appointed Paul Metzger as Chief Technology Officer (CTO) reporting to Dynasty Co-Founder & Chief Operating Officer Ed Swenson. Based in New York, Mr. Metzger's responsibilities will include expanding and enhancing the Dynasty technology offering that will provide Dynasty and its network of advisors with further integrated, efficient, and effective technology. Metzger has over 25 years of experience working in technology space related to financial services. Most recently he worked at Neuberger Berman from 2008 -- 2013 in various senior technology roles. He has been a consultant to the financial services industry since May 2013. Metzger will lead the initiative to launch Dynasty Desktop: an innovative technology offering for independent RIAs that will provide functionality and integration across the full spectrum of RIA practice areas including client and relationship management, planning, workflow, reporting, portfolio management, business analytics, research, and practice management. The cloud-based interface will allow RIAs to manage their clients and business anywhere, anytime, on any device.

Dynasty Financial Partners Announces Partnership with Concentus Wealth Advisors to Leverage Dynasty Financial Partners' Platform of Integrated Wealth Management Services and Technology

Dynasty Financial Partners announced its partnership with Concentus Wealth Advisors to leverage Dynasty Financial Partners' platform of integrated wealth management services and technology. The team is joining the Dynasty Network from Wells Fargo Advisors and was formerly known as Strid Wealth Management Group. The Concentus Wealth Advisors team consists of the following financial professionals all joining from Well Fargo Advisors: Erik O. Strid, CFP(R), ChFC, - Principal; Gerald "Zeke" Strid - Principal; Paul F. Strid - Principal; Nathan J. Hayward, CFP(R), MBA - Director; and Thomas J. Greco, MBA - Director. The company will access Dynasty's investment platform, which integrates industry-leading proprietary research from Wilshire Associates and Callan Associates and Envestnet's portfolio tools and reporting technology. Charles Schwab will provide clearing and custody services.

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