Thursday, December 8 2022

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ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Dynasty Financial Partners Inc. (“Dynasty”) today announced that it has filed a registration statement on Form S-1 with the Securities and Exchange Commission (the “SEC”). ) regarding a proposed initial public offering of its Class A common stock. The number of shares offered and the price range of the proposed offering have not yet been determined. Dynasty has applied to list its Class A common stock on the NASDAQ Global Market under the symbol “DSTY”.

Goldman Sachs & Co. LLC, JP Morgan, Citigroup and RBC Capital Markets are acting as bookrunners for the offering. DA Davidson & Co., Keefe, Bruyette & Woods, a Stifel Company and Maxim Group LLC are acting as co-managers of the offering. The offering will be made only by means of a prospectus.

Copies of the preliminary prospectus relating to the offering, when available, may be obtained from Goldman Sachs & Co. LLC, Attn: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at 1-866 -471-2526 or by email at [email protected]; or JP Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by phone at 1-866-803-9204 or by email at [email protected]

A registration statement on Form S-1 relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold or offers to buy may be accepted prior to the effective date of the registration statement.

This press release does not constitute an offer to sell or the solicitation of an offer to buy any securities, and there will be no sale of such securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or territory. Any offer, solicitation or offer to buy or sell securities will be made in accordance with the registration requirements of the Securities Act of 1933, as amended.

About Dynasty

Dynasty is a provider of wealth management technology solutions and business services for financial advisory firms primarily focused on high net worth and ultra high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services, and global investment management capabilities through an open-architecture platform delivered through a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide consulting firms with the independence to launch their business, scale their operations, and grow their businesses – both organically and inorganically – while enabling them to be more focused and better equipped to serve their customers. Dynasty’s platform and offering have won numerous awards in recent years.

For more than a decade, Dynasty has been championing the benefits of independent wealth management for high net worth and ultra high net worth clients and has helped shift assets from traditional brokerage channels to independent wealth management channels. As Dynasty becomes a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths including a deep understanding and strong relationship with its customers, a comprehensive offering of technology services and solutions, the ability to leverage its size and scale to invest, the flexibility and fluidity enabled by a modular technology solution, the entrepreneurial culture and an experienced and committed management team. Dynasty is committed to continually growing its business by facilitating the growth of existing consulting firm clients, onboarding new clients, increasing client use of its broader capabilities, launching additional solutions and achieving additional purchases.

Investor Relations

Sam Anderson

[email protected]

press contact

Sally Cate

[email protected]

Source: Dynasty Financial Partners Inc.

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