Dynasty Financial Partners is a family office and private equity firm. Based in St Petersburg, United States. Known portfolio companies include Wealth.com, VRGL, SmartRIA, Abacus Global Management, Bridge Financial Technology and Cyndeo Wealth Partners, 6 companies in all.
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Investment focus
Who to pitch at Dynasty Financial Partners
Dynasty Financial Partners portfolio companies (6)
- Wealth.com
- VRGL
- SmartRIA
- Abacus Global Management
- Bridge Financial Technology
- Cyndeo Wealth Partners
Co-investors
Funds that share portfolio companies with Dynasty Financial Partners.
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About Dynasty Financial Partners
The firm's listing covers sectors FinTech and SaaS, and focus areas CRM, Enterprise SaaS, Vertical SaaS and Wealth Management; known deals cluster at Late-Stage, Seed and Series A.
Todd Thomson (Co-Founder and past Chairman), Kadi Findling (Brand Ambassador) and Nick Holuta (Investor) are listed as the contacts to pitch at Dynasty Financial Partners.
Across the known portfolio, 18 co-investors appear alongside Dynasty Financial Partners, including Fin Capital, Kfund and Firebolt Ventures.
Frequently asked questions
What is Dynasty Financial Partners?
Dynasty Financial Partners is a family office and private equity firm based in St Petersburg, United States, with a known portfolio of 6 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Dynasty Financial Partners invest in?
Listed sectors include FinTech and SaaS; listed focus areas include CRM, Enterprise SaaS, Vertical SaaS and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Dynasty Financial Partners invest at?
The known deals of Dynasty Financial Partners include Late-Stage, Seed and Series A rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Dynasty Financial Partners?
All 3 people on file at Dynasty Financial Partners are listed as contacts for the firm, each with their own profile page.
How do I contact Dynasty Financial Partners?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 3 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal