{"id":11569,"date":"2022-03-01T16:48:49","date_gmt":"2022-03-01T13:48:49","guid":{"rendered":"https:\/\/roboforex.com\/blog\/?p=11569"},"modified":"2023-06-28T18:14:18","modified_gmt":"2023-06-28T15:14:18","slug":"ipo-of-dynasty-financial-partners-a-saas-platform-for-brokers","status":"publish","type":"post","link":"https:\/\/roboforex.com\/blog\/2022\/03\/01\/ipo-of-dynasty-financial-partners-a-saas-platform-for-brokers\/","title":{"rendered":"IPO of Dynasty Financial Partners: A SaaS Platform for Brokers"},"content":{"rendered":"\n

A business digitalisation trend is clearly seen in many areas, including financial consulting. And the appearance of outsourcing digital platforms provides significant boost to this process.<\/p>\n\n\n\n

\"IPO
Dynasty Financial Partners<\/figcaption><\/figure>\n\n\n\n

On 19 January, Dynasty Financial Partners Inc., the company that developed a SaaS platform for wealth management, filed for an IPO on the NASDAQ under the “DSTY” ticker symbol. The IPO date hasn’t been announced yet.<\/p>\n\n\n\n

<\/span><\/a>The business of Dynasty Financial Partners<\/span><\/h2>\n\n\n\n

Dynasty Financial Partners was founded in 2010 with headquarters in Saint Petersburg, Florida. The company’s founder and CEO is Shirl Penney, who earlier held different management positions in Citigroup<\/a> and Salomon Smith Barney. The company currently employs 75 people.<\/p>\n\n\n\n

\"Dynasty<\/a>
Dynasty Financial Partners’ business metrics<\/em><\/figcaption><\/figure>\n\n\n\n

Services provided by Dynasty Financial Partners’ SaaS platform:<\/p>\n\n\n\n