United States · Venture startup

Who invested in Dynasty Financial Partners

One round we have observed, with the 3 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Financial Services

Raised 9 months ago

Funding summaryUpdated 26 Oct 2026

Undisclosedraised across 1 round since 2026, from 1 source

Latest round
VentureFeb 2026
Investors
3
See who backed them

The rounds

  1. Feb 2026
    VentureAmount undisclosed

    Source recorded

Founders and team

From Dynasty Financial Partners's own website: 27 on the team.

  • Brittanie StilwellVice President, Head of Corporate Marketing
  • Cole TurnerVice President, Business Development
  • Nicholas StileSenior Vice President, Community Marketing
  • Zong ChenSenior Vice President, Information Technology
  • Shirl PenneyPresident and CEO
  • Bob SheaChief Investment Officer
  • Justin WeinkleChief Financial Officer
  • Leslie NormanChief Technology Officer
  • Marc HinemanChief Operating Officer
  • Tim OdenChief Growth Officer
  • Avery JohnsonDirector
  • Cameron BullockDirector, Finance
  • Catherine MitchellDirector, Network Marketing
  • Harvey GolubChairman
  • Jack WaltmanBusiness Development Associate
  • James GardinerDirector, Business Development
  • Jeremy GilbertDirector, Strategic Partnerships
  • Jerrold EberhardtDirector

And 9 more on the team.

AdvisersBrian McDonald

Everyone who backed them

BlackRockAsset manager1round
JP MorganInvestment bank1round
Fortress InvestmentPrivate equity1round

Missing a round, or an investor who was in one? Tell us.

Quick answers about Dynasty Financial Partners

Who invested in Dynasty Financial Partners?

Dynasty Financial Partners's investors include BlackRock, JP Morgan and Fortress Investment.

How much has Dynasty Financial Partners raised?

Dynasty Financial Partners has raised 1 round since 2026, none with a disclosed amount.

When did Dynasty Financial Partners last raise?

Dynasty Financial Partners's most recent round was a Venture in Feb 2026.

Who backed Dynasty Financial Partners first?

Dynasty Financial Partners's first round on record, in Feb 2026, was backed by BlackRock, JP Morgan and Fortress Investment.

What stage is Dynasty Financial Partners at?

Dynasty Financial Partners's latest named round is a Venture, in Feb 2026.

Where is Dynasty Financial Partners based?

Dynasty Financial Partners is based in the United States.

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In the same sector, and raised in the last eighteen months.

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