About Dynasty Financial Partners
dynastyfinancialpartners.comDynasty Financial Partners helps financial advisors establish and grow independent wealth management practices. It delivers services for starting, scaling, joining, or monetizing registered investment advisory (RIA) firms, including transition support, compliance systems, business operations, capital strategies, and marketing tools. It offers investment banking for strategic advisory and M&A services in the wealth and investment management industry. It provides a unified WealthTech platform, business services, and investment management solutions designed to support advisors in building and operating independent practices.
SaaS Adoption
SaaS Adoption indicates the level of adoption by this company of software as a service services.
Cloud Adoption
Cloud Adoption indicates the level of adoption by this company of cloud services.
IT Footprint
IT Footprint gives a relative indication of how much IT services this company consumes.
IT Spend
IT Spend shows roughly how much this client spends on IT per year in USD.
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
Know the products your prospects use
Vendor Usage
Dynasty Financial Partners uses 5 different technologies from 51 different vendors. They have above average use of several technologies including QuickBooks, Addepar and Envestnet.
Product Categories
Dynasty Financial Partners uses products from 39 different product categories. They are particularly heavy users of products in Email & Social Media Marketing, Financial Management, and Web Analytics.
Recently Detected Technologies
Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.
| Technology | Category | Vendor | Usage |
|---|---|---|---|
| Microsoft PowerPoint | Office Productivity | Microsoft Corporation |  |
| Microsoft Azure | Cloud Platforms & Services | Microsoft Corporation | |
| Java | Programming Languages | Oracle |  |
| Microsoft Azure AI | Artificial Intelligence | Microsoft Corporation | |
| Microsoft Office 365 | Office Productivity | Microsoft Corporation | |
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