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Dynasty Financial Partners has announced a strategic collaboration with Goldman Sachs, designating Goldman Sachs Custody Solutions as a preferred custodian for its Independent RIA Network. This partnership aims to enhance the services available to advisors by integrating Goldman Sachs’ custodial, asset management, and capital markets expertise into Dynasty’s offerings.The collaboration will feature dedicated transition teams to ensure efficient custody, trading, and billing solutions, while also leveraging Goldman Sachs’ brand and high-net-worth solutions to bolster trust and appeal among advisors and their clients. Dynasty currently supports 57 Network Partner firms with over 500 advisors and more than $105 billion in platform assets.
Marty Bicknell's Dynasty Financial Partners raised an estimated $100 million at a $500 million valuation, enhancing its services for independent advisors while maintaining a debt-free status. The investment round, led by Abry Partners and supported by Charles Schwab, positions Dynasty for strategic growth amid challenging IPO conditions. CEO Shirl Penney emphasized the importance of aligning with partners to strengthen their commitment to the independent wealth management sector.
Shirl Penney
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dynasty financial partners teams up with goldman sachs to enhance ria services
09:50 28.03.2025
dynasty financial partners secures funding to enhance services and pursue acquisitions
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03:47 28.03.2025
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