United States · 
What does Dynasty Financial Partners invest in?
Dynasty Financial Partners invests most often at Series B (100% of the rounds on record), in sectors such as Finserv, Fintech and Payment.
Dynasty Financial Partners highlights
- 01
1 cheques in the last 12 months
- 02
Mostly Series B: 100% of its rounds
What they do
- Type
- Private equity (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries ASeries B
- Sectors
- FinservFintechPayment
- Based in
- St Petersburg, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2026
1 round
- Apr
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration4 named
ATAndrew Thomas ButteChief Compliance OfficeriForm ADV
JRJonathan Richard MorrisChief Legal and Governance OfficeriForm ADV
JJJustin James WeinkleChief Financial OfficeriForm ADV
STShirl Thomas PenneyCEOiForm ADV
We also hold 4 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$14Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Dynasty Wealth Management, LLC
- SEC number
- CRD 153377