Dynasty Financial Partners Tech Stack

Platform and services for independent wealth advisors seeking capital and operational scale

Financial Services St Petersburg, Florida 51–200 employees Founded 2010 Partnership

Dynasty Financial Partners serves independent advisors through a combination of capital solutions, M&A facilitation, and back-office infrastructure. The tech stack reveals a hybrid operational model: core business systems (Salesforce, QuickBooks Online, Sage Intacct) run day-to-day finance and client management, while Azure cloud infrastructure (Kubernetes, Data Factory, Databricks) supports emerging data and AI capabilities. Active hiring across finance, operations, and engineering—alongside projects in LLM-powered agents and AI-driven features—signals investment in automation and tooling consolidation, directly addressing internal pain points around manual processes and cross-team communication.

Tech Stack 46 technologies

Core StackDocuSign Salesforce Azure DevOps Kubernetes Docker Redis SQL Server React HubSpot Azure Data Factory Databricks Databricks Unity Catalog Python Scala Power BI Excel PowerPoint Word Box QuickBooks Online Sage Intacct Azure Azure Container Apps Azure Cache for Redis FactSet Bloomberg SQL Git Microsoft Office SharePoint+16 more

What Dynasty Financial Partners Is Building

◆Challenges

Streamlining cross-team communication
Streamlining manual processes
Adoption of investment offerings
Scaling event operations
Delivery of new solutions
Transfer-related issues
Account lifecycle discrepancies
Efficiency and compliance
Consolidating multiple tools into unified interface
Driving adoption of new platform

▲Active Projects

Educational initiatives with asset managers
Llm-powered agents
Third-party sma materials
Educational content development
Cross-team resource coordination
New client onboarding
Develop key metrics for investment platform
Implement departmental policies and procedures guides
Refining operational procedures
Ai-driven features

Hiring Activity

Steady35 roles · 15 in 30d

Department

Finance

Ops

Sales

Engineering

Support

Data

Marketing

Operations

Seniority

Mid

Senior

Junior

Manager

Staff

Notable leadership hires: Chief of Staff

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About Dynasty Financial Partners

Dynasty Financial Partners operates as a partnership providing advisory, financing, and operational services to independent financial advisors. Since 2010, the firm has built a network model centered on alignment of business interests and shared values. The core offering includes flexible capital solutions for business development and succession planning, plus comprehensive back-office support spanning finance, technology, marketing, compliance, practice management, and investments. With 51–200 employees across four U.S. offices (headquartered in St. Petersburg, Florida), Dynasty operates a TAMP (turnkey asset management program) platform and broker-dealer support infrastructure alongside educational initiatives and community engagement for advisors.

HeadquartersSt Petersburg, Florida

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Dynasty Financial Partners use?

Core systems: Salesforce, QuickBooks Online, Sage Intacct, FactSet, Bloomberg. Cloud and data: Azure (Container Apps, Data Factory, Databricks with Unity Catalog), Kubernetes, Docker, Redis, SQL Server. Analytics and client-facing: Power BI, React. Document and collaboration: DocuScreen, Box, Microsoft Office, SharePoint.

What is Dynasty Financial Partners working on?

Active projects include LLM-powered agents, AI-driven features, educational content development, investment platform metrics and onboarding, operational procedure refinement, and integration of multiple tools into a unified interface. Internal focus is on streamlining manual processes and cross-team communication.