# Dynasty Financial Partners: portfolio, investments and team > Dynasty Financial Partners is a private equity based in United States. 1 investment on record, 1 in the last 12 months, latest Apr 2026. Source: https://millionrounds.com/fund/dynasty-financial-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Dynasty Financial Partners Last cheque observed Apr 2026; 1 cheques on record. Email Private equity Deploying now Seed Series A Series B Finserv Fintech Payment Follow Dynasty Financial Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fdynasty-financial-partners) Deploying now **100%** of best year **1** **cheques in 12 months**, 1 on record Since the last cheque **203** days **00** hrs **00** min **00** sec Median round **$65M** Rounds led **0 of 1** Pitch Dynasty Financial Partners ## 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:** Seed Series A Series B - **Sectors:** Finserv Fintech Payment - **Based in:** St Petersburg, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2026** 1 round - **Apr** **[Wealth.com](https://millionrounds.com/company/wealth-com)** Series B · US · TechStartups **$65M** With 10 others 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 registration **4 named** AT **Andrew Thomas Butte** Chief Compliance Officer i Form ADV JR **Jonathan Richard Morris** Chief Legal and Governance Officer i Form ADV JJ **Justin James Weinkle** Chief Financial Officer i Form ADV ST **Shirl Thomas Penney** CEO i Form 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 **$14B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Dynasty Wealth Management, LLC - **SEC number:** CRD 153377 ## The cheque Seed Series A Series B Median round joined **$65M** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Apr 2026 Rounds by stage said on their site - Series B said *1* - Seed said *-* - Series A said *-* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching Dynasty Financial Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Recently backed The latest companies Dynasty Financial Partners put money into. [**Wealth.com** $65M · Apr 2026](https://millionrounds.com/company/wealth-com) ## Quick answers about Dynasty Financial Partners ### 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. ### How active is Dynasty Financial Partners? 1 investments on record, 1 of them in the last 12 months. The most recent was in Apr 2026. ### What has Dynasty Financial Partners invested in recently? Its most recent investments on record: Wealth.com (Series B, Apr 2026). ### How big are Dynasty Financial Partners's cheques? The median round it joins is $65M. ### Is Dynasty Financial Partners investing now? Yes: it is actively investing, with 1 investments in the last 12 months. ### What kind of investor is Dynasty Financial Partners? Dynasty Financial Partners is a private equity firm based in St Petersburg, United States. ### How much does Dynasty Financial Partners manage? About $14B, as regulatory assets under management (Oct 2026). ### When was Dynasty Financial Partners founded? Dynasty Financial Partners was founded in 2010. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=dynasty-financial-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=dynasty-financial-partners)