An investor consortium led an investment in Dynasty Financial.

An investor consortium, including The Charles Schwab Corporation, BlackRock and JP Morgan Asset Management, led an investment in Dynasty Financial, a provider of technology-enabled wealth management solutions and business services for financial advisory firms. Financial terms were not disclosed. “I could not be more excited for our clients as we continue to make significant investments in technology, talent, and capabilities to serve them better. In addition, enhancing our fortress balance sheet will allow us to provide more capital in support of our clients who are looking to grow their businesses via M&A or achieve succession planning goals. I am extremely thankful to our investors who have supported us since the early days of Dynasty, and I also want to thank BlackRock, Schwab, and JPMorgan for their support. The future is bright for Dynasty and our network of independent advisors!” Shirl Penney, Dynasty CEO and Founder.