N10 Holdings Launches Into Independence With Dynasty Financial Partners Powering Two Affiliated Firms
Summary
N10 Holdings has launched into independence with two affiliated firms, N10° Wealth and N10° Assets. The business will serve high- and ultra-high-net-worth clients and begins with more than $650 million in assets under advisement at N10° Wealth and $350 million allocated to N10° Assets. Dynasty Financial Partners will supply wealth management technology, investment management capabilities, capital markets support, and business services, while SS&C Technologies provides additional trading and portfolio management technology. The team also plans an aggressive acquisition strategy to bring in portfolio manager talent and grow its asset management platform. It also expects to list a 351 Exchange ETF on the NYSE in late 2026.
Classifications
industries
Fintech & Banking
applications
Accounting and Taxes
AskAI Classifications
Labels
Financial Technology
Investment Software
Robo-Advisor Software
Linked Companies
Wealthfront
$10M to $25M