Core Insights - Dynasty Financial Partners has successfully completed a minority capital raise involving participation from employees, clients, resource partners, board members, and external investors, including notable firms like Charles Schwab, BlackRock, and J.P. Morgan Asset Management [1][2][3] Funding Allocation - The raised funds will be utilized to expand the workforce and enhance technological capabilities, focusing on the integration of Dynasty Desktop and Core Services, as well as improving the investment platform for private market offerings and outsourced chief investment officer (OCIO) services [2][3] Growth and Expansion - The capital will also provide additional growth for mergers and acquisitions within its network, thereby broadening the scope of Dynasty Investment Bank and strengthening the firm's financial position [3][4] Network Overview - Dynasty's network consists of 58 partner firms with over 500 advisers and more than $125 billion in managed assets, primarily composed of independent registered investment advisers (RIAs) who maintain ownership and operational control [4][5] Financial Position - The company has no outstanding debt but secured a $125 million corporate credit facility in 2025, supported by several banks including J.P. Morgan and Goldman Sachs Bank USA [5][6] Leadership Perspective - The CEO of Dynasty expressed optimism about the future, highlighting the alignment within the ecosystem and the importance of the investment round for supporting clients' growth ambitions through M&A or succession planning [5][6]