Abacus Global Management and Dynasty Financial Partners Announce Minority Investment
Abacus Global Management (NASDAQ: ABL) has announced a strategic minority investment in Dynasty Financial Partners, a leading technology-enabled wealth management solutions provider. This investment builds upon their existing partnership, where Abacus utilizes Dynasty's integrated technology platform and services.
Dynasty currently serves 57 Network Partner firms and manages over $105 billion in platform assets. The partnership aims to support both companies' growth initiatives in the independent wealth management sector, with Dynasty providing Abacus access to its comprehensive suite of services including TAMP, digital lead generation, and investment banking solutions.
Abacus Global Management (NASDAQ: ABL) ha annunciato un investimento strategico di minoranza in Dynasty Financial Partners, fornitore leader di soluzioni di wealth management basate sulla tecnologia. Questo investimento rafforza la partnership già esistente, nella quale Abacus utilizza la piattaforma tecnologica integrata e i servizi di Dynasty.
Dynasty serve attualmente 57 società partner della rete e gestisce oltre $105 miliardi di asset sulla piattaforma. La partnership mira a supportare le iniziative di crescita di entrambe le società nel settore della gestione patrimoniale indipendente, offrendo ad Abacus l'accesso alla suite completa di servizi di Dynasty, tra cui TAMP, generazione digitale di lead e soluzioni di investment banking.
Abacus Global Management (NASDAQ: ABL) ha anunciado una inversión estratégica minoritaria en Dynasty Financial Partners, un proveedor líder de soluciones de gestión de patrimonio con soporte tecnológico. Esta inversión refuerza la asociación existente, en la que Abacus utiliza la plataforma tecnológica integrada y los servicios de Dynasty.
Dynasty atiende actualmente a 57 empresas asociadas de la red y administra más de $105 mil millones en activos en la plataforma. La alianza busca apoyar las iniciativas de crecimiento de ambas compañías en el sector de la gestión patrimonial independiente, proporcionando a Abacus acceso a la gama completa de servicios de Dynasty, incluidos TAMP, generación digital de leads y soluciones de banca de inversión.
Abacus Global Management (NASDAQ: ABL)은(는) 기술 기반 자산관리 솔루션을 제공하는 선도 기업인 Dynasty Financial Partners에 전략적 소수 지분 투자를 발표했습니다. 이 투자는 Abacus가 Dynasty의 통합 기술 플랫폼과 서비스를 활용하는 기존 파트너십을 기반으로 합니다.
Dynasty는 현재 57개의 네트워크 파트너사에 서비스를 제공하며 플랫폼 자산을 $105 billion 이상 운용하고 있습니다. 이 파트너십은 독립 자산관리 부문에서 양사의 성장 전략을 지원하는 것을 목표로 하며, Dynasty는 Abacus에게 TAMP, 디지털 리드 생성, 투자은행 솔루션 등 포괄적인 서비스 패키지에 대한 접근을 제공합니다.
Abacus Global Management (NASDAQ: ABL) a annoncé un investissement stratégique minoritaire dans Dynasty Financial Partners, un fournisseur de premier plan de solutions de gestion de patrimoine intégrant la technologie. Cet investissement renforce le partenariat existant, dans lequel Abacus utilise la plateforme technologique intégrée et les services de Dynasty.
Dynasty dessert actuellement 57 sociétés partenaires du réseau et gère plus de 105 milliards de dollars d'actifs sur la plateforme. Le partenariat vise à soutenir les initiatives de croissance des deux entreprises dans le secteur de la gestion patrimoniale indépendante, Dynasty offrant à Abacus l'accès à son ensemble complet de services, y compris TAMP, la génération de leads numériques et des solutions de banque d'investissement.
Abacus Global Management (NASDAQ: ABL) hat eine strategische Minderheitsbeteiligung an Dynasty Financial Partners angekündigt, einem führenden Anbieter technologiegestützter Vermögensverwaltungslösungen. Diese Investition baut auf der bestehenden Partnerschaft auf, in der Abacus die integrierte Technologieplattform und die Dienstleistungen von Dynasty nutzt.
Dynasty betreut derzeit 57 Netzwerkpartnerfirmen und verwaltet über 105 Milliarden US-Dollar an Plattformvermögen. Die Partnerschaft soll die Wachstumsinitiativen beider Unternehmen im Bereich der unabhängigen Vermögensverwaltung unterstützen, indem Dynasty Abacus Zugang zu seinem umfassenden Dienstleistungsangebot wie TAMP, digitaler Lead‑Generierung und Investmentbanking‑Lösungen bietet.
- Strategic investment strengthens existing partnership with Dynasty Financial Partners
- Access to Dynasty's comprehensive platform serving $105B+ in assets
- Enhanced capability to expand national footprint through Dynasty's network
- Additional growth opportunities in the expanding independent wealth management space
- Investment amount and stake percentage not disclosed
- Potential capital allocation risk from minority investment
Continuing a Years-Long Strategic Partnership
ORLANDO, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (“Abacus” or the “Company”) (NASDAQ: ABL), a leader in the alternative asset management space, today announced a minority investment in Dynasty Financial Partners (“Dynasty”), a leading provider of technology-enabled wealth management solutions for independent financial advisors.
“Over the years, we have developed a deep relationship with the team at Dynasty, so we are thrilled to be able to offer them support, as well, through this investment,” said Jay Jackson, Chairman and Chief Executive Officer of Abacus. “Their backing and expertise empower us to continue building on our suite of services and expanding our national footprint.”
Abacus is a member of the network of owners and operators of independent firms leveraging Dynasty’s integrated technology, services, robust turnkey asset management program (TAMP), digital lead generation services, capital solutions, and investment bank. Currently, Dynasty has 57 Network Partner firms and over
Shirl Penney, Founder and Chief Executive Officer of Dynasty, said: “This alignment and mutual investment is yet another illustration of how the independent wealth management space has truly exploded with growth and opportunity. Jay and the team at Abacus are well-positioned to keep moving forward with their growth plans and we are proud to partner with them to support each other’s strategic goals.”
About Abacus
Abacus Global Management (NASDAQ: ABL) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide.
For more information, please visit abacusgm.com.
Contacts:
Investor Relations
Robert F. Phillips – SVP Investor Relations and Corporate Affairs rob@abacusgm.com
(321) 290-1198
David Jackson – Managing Director of Investor Relations david@abacusgm.com
(321) 299-0716
Abacus Global Management Public Relations
press@abacusgm.com
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. 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.
For nearly a decade and a half, 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. 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; an entrepreneurial culture; and an experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing clients’ use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
To learn more about Dynasty Connect please visit www.dynastyconnect.com.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
FAQ
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