Dynasty Financial Partners Inc, a wealth management solutions provider, has filed Form S-1 Registration Statement on January 19, 2022 with the U.S. Securities and Exchange Commission to raise up to $100 million IPO. Pricing terms are yet to announce.
The company is a leading provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving HNW and ultra-high net worth UHNW clients. They provide access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities.
The St. Petersburg, Florida-based company was founded in 2010 and booked $63 million in revenue for the 12 months ended September 30, 2021. It plans to list on the Nasdaq Global Market under the symbol “DSTY.” Goldman Sachs, J.P. Morgan, Citi, and RBC Capital Markets are underwriters of the IPO.
The company engages Sullivan & Cromwell LLP as US Securities Counsel, and PricewaterhouseCoopers LLP as Independent Auditor.
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