Dynasty Financial Partners, LLC announced that it has received funding from The Charles Schwab Corporation, BlackRock, Inc., JP Morgan Asset Management, ABRY Partners, LLC, Fortress Investment Group LLC, Glick Family Investments and other investors
Dynasty Financial Partners, LLC announced that it has received a round of funding on February 5, 2026. The transaction includes participation from a community of stakeholders including its employees, clients, and resource partners, as well as several of its long-standing investors and members of its Board of Directors, returning investors The Charles Schwab Corporation, BlackRock, Inc, JP Morgan Asset Management, ABRY Partners, LLC, new investor Fortress Investment Group LLC, Glick Family Investments and along with individual investors Harvey Golub and other investors. The company issues common stock in the transaction.
The transaction is raised at post-money valuation of $1,000 million.
BlackRock, Inc., formerly BlackRock Funding, Inc., is an investment management company. It provides a range of investment management and technology services to institutional and retail clients. Its diverse platform of alpha-seeking active, index and cash management investment strategies across asset classes enables the Company to tailor investment outcomes and asset allocation solutions for clients. Its product offerings include single- and multi-asset portfolios investing in equities, fixed income, alternatives, and money market instruments. Its products are offered directly and through intermediaries in a range of vehicles, including open-end and closed-end mutual funds, iShares and exchange-traded funds, separate accounts, collective investment funds and other pooled investment vehicles. It also offers technology services, including the investment and risk management technology platform, Aladdin, Aladdin Wealth, eFront, and Cachematrix, as well as advisory services and solutions.
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Dynasty Financial Partners, LLC announced that it has received funding from The Charles Schwab Corporation, BlackRock, Inc., JP Morgan Asset Management, ABRY Partners, LLC, Fortress Investment Group LLC, Glick Family Investments and other investors
