Dynasty Financial Partners Secures $125M Credit Facility 

Dynasty Financial Partners announced the closing of a $125 million corporate credit facility, backed by a syndicate of financial institutions including UMB Bank N.A., Flagstar Bank N.A., J.P. Morgan Chase Bank, and Goldman Sachs Bank USA. The financing marks Dynasty’s third commitment from UMB and second from J.P. Morgan and Goldman Sachs, while welcoming Flagstar as a new lending partner. 

Based in St. Petersburg, Florida, Dynasty will leverage the facility to accelerate development of proprietary services and make strategic investments through its capital strategies platform, designed to fuel growth across its network. The new undrawn facility—structured as a revolving and delayed draw term loan—further strengthens Dynasty’s balance sheet, which remains supported by significant unencumbered cash and no outstanding debt. 

With 55 partner firms, over 500 advisors, and more than $120 billion in platform assets, Dynasty serves a growing ecosystem of independent RIAs that utilize its integrated technology, services, turnkey asset management program (TAMP), capital solutions, and investment bank. 

“This facility signifies the market’s continued belief in our disciplined approach to innovation and our commitment to equipping independent firms with the ability to achieve outsized growth and build client trust,” said Justin Weinkle, Dynasty CFO.