Dynasty Financial Partners
VC Fund
New York, United States
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you’ve always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are alreadyindependent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support.At Dynasty, independence is more than just a transition. It’s a transformation, an opportunity to truly own what you’ve created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there’s no better way to define success on your own terms.
- Total investments:
- 7
- Last investment:
- Lead investor:
- 43%
Last updated:
For AI agents: llms.txt
Industries Dynasty Financial Partners invests in
Stages Dynasty Financial Partners invests in
Countries Dynasty Financial Partners invests in
Contacts
| Name | Phone | Socials | |
|---|---|---|---|
Amit Grover
|
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Edward C. Swenson
|
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Frank Coates
|
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Michael C. Brown
|
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| See all 7 contacts → | |||
Investment Focus
Industry
- Advice 1 (14%)
- Banking 1 (14%)
- FinTech 1 (14%)
- Software 1 (14%)
- Analytics 1 (14%)
Stage
- Series A 1 (14%)
- Series B 1 (14%)
- Private Equity 1 (14%)
Team
| Name | Title | Investments | Links | |
|---|---|---|---|---|
|
Amit Grover
Partner, Chief Financial Officer
|
Partner, Chief Financial Officer | Total investments: 0 | Find email | |
|
Edward C. Swenson
Partner, Chief Operating Officer
|
Partner, Chief Operating Officer | Total investments: 0 | Find email | |
|
Frank Coates
Chief Technology Officer
|
Chief Technology Officer | Total investments: 2 | Find email | |
Harvey Golub
Chairman
|
Chairman | Total investments: 10 | Find email | |
|
Michael C. Brown
Partner, Director of Wealth Management and Capital Markets Services
|
Partner, Director of Wealth Management and Capital Markets Services | Total investments: 0 | Find email | |
| See all 7 team members → | ||||
Investments
| Company | Description | Round | Links |
|---|---|---|---|
Wealth.com
|
Wealth.com provides an artificial intelligence-powered estate and tax planning platform designed for financial advisors, enabling them to deliver structured, ongoing wealth planning services to clients. The company’s software integrates estate planning, tax analysis, and financial data into a single system that supports the creation, management,and continuous optimization of wealth strategies. Its core platform allows advisors to generate legal estate planning documents such as wills, trusts, and powers of attorney, while also offering tools to visualize wealth transfer scenarios and model long-term outcomes. The system includes a client portal where individuals can upload documents, track assets, and collaborate with advisors and other professionals involved in their financial planning. | $65M / Series B / Apr 16, 2026 | |
Cyndeo Wealth Partners
|
Cyndeo Wealth Partners is an investment advisory firm that offers financial planning and investment management services. | Venture - Series Unknown / Mar 11, 2026 | |
Abacus Global Management
|
Abacus Global Management is a financial services company that provides alternative asset management and data-driven wealth solutions and specialises in life settlement and insurance services. It institutionalised origination and portfolio management processes, supported by a dedicated team and extensive industry relationships. | Post-IPO Equity / Aug 12, 2025 | |
SmartRIA
|
SmartRIA makes software that simplifies compliance for the financial services industry. We excel at making the complex and often frustrating world of regulatory compliance simple to manage and easy to understand. Our unique roles for compliance consultants and distributed management of large corporations make our solution able to handle anycompliance problem for any sized company. Since our launch in 2016, we have built the most complete, easiest-to-use compliance software platform for the Registered Investment Advisor industry. We have since moved on to compliance in other financial services verticals in the US, and have expanded to wealth management compliance in the UK. | Venture - Series Unknown / Mar 30, 2023 | |
Bridge Financial Technology
|
Bridge believes that everyone should have access to a fiduciary financial advisor. However, as a result of inefficiency and low tech adoption, many fiduciaries struggle to stay competitive and scale economically. We make SaaS exclusively for fiduciary advisors known as Registered Investment Advisors (RIAs). Our software enables RIAs to automatetheir office work and investment management, allowing them to serve more clients, scale their business, and keep costs low. | Private Equity / Feb 22, 2023 | |
|
Bridge Financial Technology
|
Bridge believes that everyone should have access to a fiduciary financial advisor. However, as a result of inefficiency and low tech adoption, many fiduciaries struggle to stay competitive and scale economically. We make SaaS exclusively for fiduciary advisors known as Registered Investment Advisors (RIAs). Our software enables RIAs to automatetheir office work and investment management, allowing them to serve more clients, scale their business, and keep costs low. | Private Equity / Feb 22, 2023 | |
VRGL
|
VRGL specializes in offering data analytics, portfolio performance, investment strategies, and guidance for wealth management businesses. | $15M / Series A / Aug 30, 2022 |
Co-Investors
Alumni Ventures
1 deal together
Anthos Capital
1 deal together
Bela Juju Ventures
1 deal together
Charles Schwab
1 deal together
Citi Ventures
1 deal together
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FAQ
What does Dynasty Financial Partners invest in?
Dynasty Financial Partners invests primarily in Advice, Banking and FinTech startups, most often at Series A and Series B stage. Most of the 7 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.
How do I contact Dynasty Financial Partners?
Public channels for Dynasty Financial Partners include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.
Who are the partners at Dynasty Financial Partners?
The team at Dynasty Financial Partners includes Amit Grover (Partner, Chief Financial Officer), Edward C. Swenson (Partner, Chief Operating Officer) and Frank Coates (Chief Technology Officer), among 7 team members tracked by Shizune. The Team section lists each member with their title, investment count and links.
Is Shizune's investor data accurate?
Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.
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