Case study

Dynasty Partners With Addepar to Provide a Unified Experience for Advisors

Dynasty Financial Partners

Dynasty Financial Partners was founded in 2010 with the mission of creating a new model of a service platform that allows advisors to do more for clients, grow their business more efficiently, and minimize conflict. Today, Dynasty Financial Partners is the premiere integrated platform provider for the wealth management industry’s top independent advisors.While the media was focused on the breakaway advisor movement, we also saw that there was breakaway client movement, motivated by end clients who wanted to get their advice delivered separately from where products are manufactured and sold. These were some significant paradigm shifts, and both were empowered by the changing landscape in technology.


New York, New York







Average AUA


Real Time Analysis

Addepar powers rigorous analysis of any portfolio

Built on the solid foundation of a comprehensive data platform, it lets you customize your own investment attributes, perform goals-based analysis, and dive into your data for a detailed view of any part of a portfolio in real-time.

It became increasingly clear that a next-generation technology platform could allow firms to move faster and more nimbly, and give them the advantage in the wealth management marketplace.

Consolidated Financial Reporting

Empowering advisors to present rich visualizations to their clients, peers, and stakeholders

In early days of the partnership with Addepar we both made a key observation: the teams serving larger end clients tended to be the most underserved. As those larger end clients come into the RIA space, a lot of them are being launched and supported by Dynasty, and consolidated reporting was a key element of the value proposition.

Addepar’s reporting application allows for effective communication of the rich array of data available.

We’re constantly looking for partners in the tech ecosystem that are thinking about where the market’s going to be. Addepar is very much philosophically aligned with that. They’re coming to work every day with us, helping us to collaborate to build better reporting tools to allow our advisors to take better care of our underlying clients.

Shirl Penney

Firms like Dynasty in partnership with firms like Addepar are tying the advice and the RIA together with multiple custodians and product manufacturers and giving a unified experience to the advisor.

Extensible Platform

Seamless integration with partners and third-party systems

The Addepar open architecture platform leverages the building blocks of modern distributed computing architectures, and open APIs are actively being developed to meet current and future needs.

Our passion is driving financial health for individuals, institutions, and government. We fundamentally believe that this is a rare moment in time to help change for the better financial services in this country.

Shirl Penney