Dynasty Financial Partners Secures Minority Capital Raise, Bolsters Support for Independent Advisors

Dynasty Financial Partners has closed a minority capital raise with investors including The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset Management, Abry Partners, Glick Family Office, and Fortress Investment Group. Proceeds will be used to bolster support for Dynasty's network of partner firms, fuel growth in talent and technology, and enhance the firm's investment platform and OCIO services. The raise marks the sixth capital raise since Dynasty's founding in 2010.