Research Options:

Week of Expected Pricing Withdrawn
Company Name DYNASTY FINANCIAL PARTNERS INC
Proposed Ticker N/A
CUSIP N/A
Business Description A leading provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth (“HNW”) and ultra-high net worth (“UHNW”) clients. As defined by Cerulli, HNW clients are identified as those with $5 million or more investable assets and UHNW clients are identified as those with $20 million or more investable assets.
Lead Underwriter Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC
Co-Managers Citigroup Global Markets Inc, D.A. Davidson and Co, Keefe, Bruyette & Woods, Inc, Maxim Group, LLC, RBC Capital Markets, LLC
Initial Shares N/A
Revised Initial Shares N/A
Initial Price N/A
Revised Price N/A
Final Price N/A
Final Ticker N/A

 

 

   
  © 2024 ICE Data Services. All rights reserved.