Dynasty Partners With Goldman Sachs for Custody Solutions 

Dynasty Financial Partners has unveiled a strategic collaboration with Goldman Sachs that positions Goldman Sachs Custody Solutions as one of the preferred custodians for Dynasty’s independent RIA network, which comprises 57 partners representing more than 500 advisors managing over $105 billion in assets. 

Goldman Sachs joins Schwab, Fidelity and BNY Pershing as custodians that Dynasty will recommend to its RIA clients. 

Goldman Sachs has achieved full integration into Dynasty Financial Partners’ technology infrastructure, encompassing both its investment and turnkey asset management platforms. This integration extends to Goldman Sachs Asset Management, whose fixed income and equity managers are now accessible through Dynasty’s technological framework. 

“By integrating Goldman Sachs’ custodial services, asset management, lending, and capital markets expertise into Dynasty’s full suite offering for RIAs, we are significantly enhancing the breadth and quality of services available to our network of independent advisors,” said Shirl Penney, Founder & CEO of Dynasty Financial Partners. 

Dynasty and Goldman Sachs Custody Solutions will have dedicated transitions teams collaborating to provide custody, Turnkey Asset Management Program (TAMP), trading services, and billing solutions to RIAs. 

Dynasty’s network consists mostly of clients who own and operate independent RIA firms that leverage its integrated technology, services, TAMP, digital lead generation services, capital solutions, and investment bank.