Dynasty Financial Partners: Partners and Investors

5 investors · 3 with verified email

Dynasty Financial Partners has 5 investors on VCSift, 3 with a verified email address. Roles include Chief Technology Officer and Partner, President and CEO. The team invests at Seed stage. Sector focus: Wealth Management and Financial Services. Based in United States (Philadelphia, St. Petersburg).

5 investors

Investors and partners at Dynasty Financial Partners

HB

Harris Baltch

Dynasty Financial Partners

Angel Investor
Seed Wealth Management Financial Services
JD

Jennifer Dorgan

Dynasty Financial Partners

Angel Investor
Seed Wealth Management Financial Services
SP

Shirl Penney

Dynasty Financial Partners

Angel Investor
Seed Wealth Management Financial Services
SP

Shirl Penney

Partner, President and CEO · Dynasty Financial Partners

St. Petersburg, US Angel Investor
FC

Frank Coates

Chief Technology Officer · Dynasty Financial Partners

Philadelphia, US Angel Investor

How to pitch Dynasty Financial Partners

  • Match the stage. Most Dynasty Financial Partners investors on VCSift are tagged Seed. A round outside that range is usually a pass before the deck is opened.
  • Lead with the sector fit. The team's tagged focus is Wealth Management and Financial Services. Name the thesis overlap in the first two lines of the email.
  • Pick the right person. Titles on the team include Chief Technology Officer and Partner, President and CEO. Partners and principals source deals; associates screen them. Write to the person whose portfolio is closest to yours.
  • Use a direct email. 3 of the 5 Dynasty Financial Partners profiles include a verified address, which beats a website form or a cold LinkedIn message.

Dynasty Financial Partners investors by country