# Dynasty Financial Partners funding: rounds and investors

> Dynasty Financial Partners has raised across 1 round since 2026. Investors include BlackRock, JP Morgan and Fortress Investment. Every round with its source.

Source: https://millionrounds.com/company/dynasty-financial-partners (Millionrounds; every figure on the page links to its filing or article)

United States · [Venture startup](https://millionrounds.com/companies)

# 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 summary Updated 26 Oct 2026

**Undisclosed** raised across 1 round since 2026, from 1 source

- **Latest round:** Venture Feb 2026
- **Investors:** 3

See who backed them

## The rounds

- **Feb 2026** Venture **Amount undisclosed** [BlackRock](https://millionrounds.com/fund/blackrock) [JP Morgan](https://millionrounds.com/fund/jpmorgan) [Fortress Investment](https://millionrounds.com/fund/fortress-investment-group) Source recorded

## Founders and team

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

- **Brittanie Stilwell** Vice President, Head of Corporate Marketing
- **Cole Turner** Vice President, Business Development
- **Nicholas Stile** Senior Vice President, Community Marketing
- **Zong Chen** Senior Vice President, Information Technology
- **Shirl Penney** President and CEO
- **Bob Shea** Chief Investment Officer
- **Justin Weinkle** Chief Financial Officer
- **Leslie Norman** Chief Technology Officer
- **Marc Hineman** Chief Operating Officer
- **Tim Oden** Chief Growth Officer
- **Avery Johnson** Director
- **Cameron Bullock** Director, Finance
- **Catherine Mitchell** Director, Network Marketing
- **Harvey Golub** Chairman
- **Jack Waltman** Business Development Associate
- **James Gardiner** Director, Business Development
- **Jeremy Gilbert** Director, Strategic Partnerships
- **Jerrold Eberhardt** Director

And 9 more on the team.

Advisers *Brian McDonald*

## Everyone who backed them

[BlackRock](https://millionrounds.com/fund/blackrock) Asset manager **1** round

[JP Morgan](https://millionrounds.com/fund/jpmorgan) Investment bank **1** round

[Fortress Investment](https://millionrounds.com/fund/fortress-investment-group) Private equity **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=dynasty-financial-partners).

## 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.

## Companies like Dynasty Financial Partners

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

[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**STRIVE** $1.3B · Oct 2026](https://millionrounds.com/company/strive)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Platform Accounting Group** $355M · Oct 2026](https://millionrounds.com/company/platform-accounting-group)[**Ramp** $4.5B · Oct 2026](https://millionrounds.com/company/ramp)

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