BlackRock, JP Morgan & Charles Schwab Invest for Minority Stake in Investment Advisory Integrated Services Firm Dynasty Financial Partners at $800 Million Valuation
10th October 2024 | Hong Kong
BlackRock, JP Morgan, Charles Schwab and other investors have invest for a minority stake in independent investment advisory integrated services firm Dynasty Financial Partners at $800 million valuation. Announcement (8/10/24): “Dynasty Financial Partners today announced it closed a minority capital raise to fuel its ongoing growth. Several of Dynasty’s long-standing investors and members of its Board of Directors supported the round, as well as three strategic investors, including existing investor The Charles Schwab Corporation and new investors BlackRock and J.P. Morgan Asset Management. All proceeds from the investment round will go directly into Dynasty’s business to enhance its platform which helps its clients build better businesses and take better care of their clients. Dynasty’s network consists mostly of clients who own and operate independent registered investment advisories (RIAs) that leverage Dynasty’s integrated technology, services, robust turnkey asset management program (TAMP), digital lead generation services, capital solutions, and investment bank. This industry-leading, integrated RIA platform model provides synthetic scale that allows Dynasty-powered RIAs to be Independent But Not Alone™. Currently, Dynasty has 58 Network Partner firms representing over 400 advisors with over $100 billion in platform assets. As previously announced, Dynasty has a $50 million unused credit facility from Citibank, Goldman Sachs Bank, J.P. Morgan, RBC Capital Markets, and UMB Bank that provides access to growth capital, in addition to its strong balance sheet.”
“ BlackRock, JP Morgan & Charles Schwab Invest for Minority Stake in Investment Advisory Integrated Services Firm Dynasty Financial Partners at $800 Million Valuation “
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Dynasty Financial Partners – Dynasty Financial Partners is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
BlackRock, JP Morgan & Charles Schwab Invest for Minority Stake in Investment Advisory Integrated Services Firm Dynasty Financial Partners at $800 Million Valuation
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