Dynasty Financial Partners Tech Stack

Back-office platform and capital solutions for independent wealth advisors

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

Dynasty Financial Partners serves independent financial advisors with a full-stack back-office operation: core services (finance, compliance, tech, practice management), capital deployment for business growth, and M&A transition support. The tech stack is Microsoft-heavy (Azure, Power BI, Copilot Studio) paired with wealth-management domain tools (Addepar, Envestnet, FactSet, Bloomberg), and the hiring mix—split between finance and support roles—reflects the operational backbone nature of the business rather than a product-forward company. Active projects show focus on CRM adoption discipline, advisor education, and onboarding automation.

Tech Stack 38 technologies

Core StackDocuSign Azure DevOps Kubernetes Docker Redis SQL Server React Salesforce HubSpot Azure Data Factory Databricks Databricks Unity Catalog Python Scala Power BI Monday.com Power Automate Power Apps n8n Box Azure Azure Container Apps Azure Cache for Redis Addepar Envestnet QuickBooks Online Sage Intacct FactSet Bloomberg Copilot Studio+8 more

What Dynasty Financial Partners Is Building

◆Challenges

Tight content timelines
Platform investments for analytics
Improving data integrity
Process expansion
Accurate actionable information
Model portfolio adoption
Time tracking system
Crm data accuracy
Transitioning advisors to rias
Streamlining onboarding processes

▲Active Projects

Advisor education initiatives
Acquisition and joint venture analysis
Crm adoption initiative
Model portfolio adoption
Portfolio positioning strategies
Quarterly performance reviews
Time tracking initiative
Sharepoint site migration
Crm data cleanup
Launching and transitioning rias

Hiring Activity

Accelerating25 roles · 15 in 30d

Department

Finance

Support

Ops

Engineering

Sales

Data

Marketing

Product

Seniority

Mid

Junior

Senior

Manager

Lead

Staff

Company intelligence

Find more companies like Dynasty Financial Partners by tech stack, pain points and active projects

Get started free

About Dynasty Financial Partners

Dynasty Financial Partners operates as a partnership serving independent registered investment advisors (RIAs) across the United States. The company provides three core revenue streams: recurring middle- and back-office services (finance, compliance, technology, marketing, practice management), flexible capital solutions for advisor business development, and advisory support for inorganic growth and succession planning. With headquarters in St. Petersburg, Florida and four additional offices nationwide, Dynasty works with a curated network of independent advisors. The service model is designed to reduce operational friction and enable advisors to focus on client relationships and business growth.

HeadquartersSt Petersburg, Florida

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What is Dynasty Financial Partners' tech stack?

Dynasty uses Azure (including Container Apps, Cache for Redis, DevOps, Data Factory), Kubernetes, Docker, SQL Server, React, and Databricks for core infrastructure. Wealth management integrations include Addepar, Envestnet, FactSet, and Bloomberg. CRM/automation: Salesforce, HubSpot, Monday.com, n8n, Power Automate, Power Apps, and Copilot Studio.

Where is Dynasty Financial Partners headquartered?

Dynasty Financial Partners is headquartered in St. Petersburg, Florida, with four additional offices across the United States. The company was founded in 2010 and operates as a partnership with 51–200 employees.

How this profile is built

Dynasty Financial Partners's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.