Abry Partners and The Charles Schwab completed the investment in Dynasty Financial Partners.

Abry Partners, a private equity investment firm, and The Charles Schwab, a provider of full range of brokerage, banking and financial advisory services, completed the investment in Dynasty Financial Partners, a provider of wealth management and technology platforms. Financial terms were not disclosed. “After evaluating the state of the public markets, our board decided to have a handful of conversations with potential private investors. Having been afforded the luxuries of optionality and time, there were two requirements that were atop my list as we went through the process – partnership and alignment. I am delighted to say that several firms viewed the process in the same light and am excited to welcome Abry and Schwab to sit alongside our already extremely supportive group of investors. I also want to thank both our legacy investors and new board members that have also invested in the round; their unwavering support is inspiring," Shirl Penney, Dynasty President and CEO.