With Abry Partners and The Charles Schwab Corporation

Dynasty Financial Partners Closes Minority Private Capital Raise to Fuel the Growth of Its Offering to Clients


Autor: Funds Society, Miami

  1. Several of Dynasty’s existing investors and directors of the board have invested additional capital alongside Abry and Schwab in the round
  2. Additionally, several firms in the Dynasty Network have invested in Dynasty as part of an ‘equity swap’ program that has been launched concurrent with the round
  3. In September, Dynasty closed a $50 million credit facility from RBC Capital Markets, UMB Bank, J.P. Morgan, Citibank, and Goldman Sachs Bank that provides access to additional growth capital