Unlocking Wealth: Dynasty and Nasdaq Private Market Unite

Introducing a Strategic Partnership for Wealth Management

Dynasty Financial Partners and Nasdaq Private Market have forged a strategic partnership, bringing innovative wealth management services to private company shareholders. This exciting collaboration will enable thousands of shareholders to access top-tier financial advisory services annually. With this partnership, private company employees standing at the nexus of growing personal wealth can now leverage the expertise offered by Dynasty's network of independent registered investment advisors (RIAs).

Enhancing Accessibility for Private Investors

The Nasdaq Private Market (NPM) clients can gain direct access to valuable wealth advisory services through the NPM SecondMarket® Liquidity Platform via Dynasty Connect. This program aims to cater to the specific financial needs of private company employees, especially those participating in liquidity events. With the partnership, shareholders can now benefit from comprehensive investment advice, tax planning strategies, and options for securing their financial futures.

Comprehensive Solutions for Private Company Shareholders

As a leader in secondary liquidity solutions, NPM has established itself in providing the necessary services for private companies and their employees. The partnership with Dynasty is a personal touch for shareholders looking for professional financial guidance. Dynasty Connect creates a personalized experience connecting employees with financial advisors who understand their unique circumstances and goals.

Understanding Individual Needs

This partnership is designed understanding how to meet the diverse objectives of private company employees and their families. By matching clients to advisory firms offering tailored investment strategies, Dynasty enriches the NPM platform by ensuring that clients have the right tools and insights to grow their wealth.

Building Wealth Through Innovative Collaboration

Shirl Penney, the CEO of Dynasty Financial Partners, expressed his enthusiasm for the collaboration, describing it as a significant advantage for investors using the NPM platform. He emphasized the importance of having independent advisors who prioritize the clients' needs, providing security and confidence in their financial journey. This partnership marks an important step toward a more comprehensive wealth management landscape for private investors.

Empowering Long-term Financial Goals

Tom Callahan, CEO of NPM, echoed the positive sentiment about the partnership, noting that it will enable their clients to access best-in-class education and advisory services to help fulfill their long-term financial aspirations. The collaboration aims to maintain a track record that has seen NPM facilitate substantial amounts of wealth creation, reflecting its commitment to helping clients achieve their financial goals efficiently.

The Legacy of Dynasty and Nasdaq Private Market

Founded in 2010, Dynasty Financial Partners has established itself as a leading provider of wealth management solutions for high-net-worth and ultra-high-net-worth clients. With a focus on empowering advisors to achieve independence, Dynasty supports firms that seek to serve their clients without the typical conflicts found within traditional brokerage frameworks. By providing a robust platform, it enables advisors to enhance their client offerings and establish trusting relationships.

Technology and Innovation in Wealth Management

With more than a decade of experience, Dynasty has championed the transition of wealth management from traditional channels to independent advisory platforms. The partnership with Nasdaq Private Market is a continuation of this theme — using technology to streamline processes and improve service accessibility for clients. This approach, combined with a detailed understanding of market needs, positions both firms as industry leaders.

About Dynasty Financial Partners

As a prominent player in technology-enabled wealth management solutions, Dynasty Financial Partners offers advisory firms the necessary means to serve high-net-worth clients effectively. They provide a well-rounded technology platform, services, and resources that ensure clients receive the best strategies tailored to their financial journeys.

About Nasdaq Private Market

Nasdaq Private Market is dedicated to providing liquidity solutions for private companies, akin to what public markets offer, thus catering to companies and employees seeking transaction opportunities. By harnessing strategic partnerships and advanced technology, NPM continues to redefine how liquidity is achieved throughout the pre-IPO lifecycle, paving the way for companies and their stakeholders.

Frequently Asked Questions

What is the purpose of the Dynasty and Nasdaq Private Market partnership?

The partnership aims to provide private company shareholders with enhanced access to wealth management services and financial advisory support.

How can private company employees benefit from this partnership?

Private company employees can utilize tailored financial advisory services, tax planning, and investment strategies designed to meet their specific needs.

What is Dynasty Connect?

Dynasty Connect facilitates connections between private company employees and independent financial advisors who can provide personalized wealth management solutions.

Why are independent advisors important for investors?

Independent advisors prioritize the unique needs of their clients, offering impartial advice that aligns with financial goals and safeguarding investments.

How does Nasdaq Private Market support liquidity solutions?

NPM specializes in secondary market solutions, enabling private companies and their shareholders to navigate liquidity events smoothly and efficiently.

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