Envestnet and Dynasty Financial Partners to launch Advisor Services Exchange
Summary
Envestnet is joining forces with Dynasty Financial Partners to launch the Advisor Services Exchange (ASx), which will offer financial advisors using Envestnets platforms an enhanced set of tools and services to help build and grow their businesses. "Were excited to provide Envestnet clients access to services that help them meet the growing demands of managing their businesses – so they can focus on helping their clients achieve financial wellness," says Aaron Bauer, Head of Wealth Strategy at Envestnet. Dynasty Financial Partners is a private company headquartered in St. Petersburg, Florida with offices in Chicago, New York and San Francisco. "When we founded Dynasty over nine years ago, Bill Crager and Envestnet were there for us in the early days and have been with us every step of the way as we have grown the business. "We look forward to further leveraging and integrating our combined capabilities on behalf of leading independent advisors and their firms."
