Dynasty Labs Combines Proprietary Data Capabilities with A Rich Partner Ecosystem to Fast-Track Innovation

Dynasty Financial Partners, a champion of the independent wealth management movement, today announced the launch of Dynasty Labs, a dedicated innovation arm that applies artificial intelligence (AI) and advanced technology to improve the independent wealth management experience.

Dynasty Labs will serve as the firm's engine for experimentation, rapid prototyping, and deployment of intelligent tools that enhance advisor productivity, streamline operations, and elevate client engagement – including a virtual assistant designed to orchestrate work across the broader wealth management ecosystem.

Dynasty Labs builds on years of investment in a proprietary data foundation that curates, organizes, and transforms complex information into actionable intelligence.

“Powerful AI experiences start with good, clean data, and our proprietary data lakehouse gives us a unique advantage,” said Leslie Norman, Chief Technology Officer at Dynasty Financial Partners. “It allows us to rapidly deliver generative AI tools that are not only powerful, but context-aware and deeply integrated.”

Dynasty has introduced AI capabilities across its network of more than 500 independent advisors and their teams at 55 RIAs, as well as internally to enhance service and efficiency. A key example is the integration of generative AI into the Dynasty Desktop, Dynasty's business toolkit for independent financial advisors.

The firm is also introducing “AI super agents” — tools designed to handle complex, multi-system workflows. The initiative is part of a broader push to expand advisor capacity, in the face of a projected shortage of 100,000 advisors over the next decade flagged by Cerulli Associates. According to Ms. Norman, “This will allow advisors to devote more time to the human side of their work, where empathy, intuition and professional judgement truly shine.”

Dynasty Labs plans to continue driving innovation through additional partnerships with leading technology, incubators, and academic institutions, while hiring engineering talent to support expansion.

For Dynasty's Founder and CEO Shirl Penney, Dynasty Labs is "an extension of our culture of disciplined innovation and proof of our commitment to equipping independent firms with technology that supports growth and builds client trust.”

In a session entitled “AI in the Real World: RIA Use Cases,” Ms. Norman will be speaking at FutureProof Festival – the acclaimed outdoor festival and conference for the wealth-management industry taking place in Huntington Beach, Calif. – on September 9 at 1:10 p.m. PT on the Surf City Stage.

About Dynasty

Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The name “Dynasty” means sustained excellence and a commitment to continuing to win over time for our clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the Supported Independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients. Dynasty also owns and operates one of the largest investment platforms and investment banks in the RIA space allowing its clients to have access to a vast offering of investment solutions to meet the needs of its clients and access to investment bankers and capital solutions to meet the needs of their business.

For more than 15 years now, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating our complementary acquisitions. Dynasty believes that top independent advisors want to be “independent but not alone” and prefer a Supported Independent model that allows them to better care for their clients while building better businesses.

For more information, please visit dynastyfinancialpartners.com.

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