{"id":874484,"date":"2025-08-12T08:56:07","date_gmt":"2025-08-12T12:56:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/"},"modified":"2025-08-12T08:56:07","modified_gmt":"2025-08-12T12:56:07","slug":"abacus-global-management-and-dynasty-financial-partners-announce-minority-investment","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/","title":{"rendered":"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"center\">\n        <strong><br \/>\n          <em>Continuing a Years-Long Strategic Partnership <\/em><br \/>\n        <\/strong>\n      <\/p>\n<p>ORLANDO, Fla., Aug.  12, 2025  (GLOBE NEWSWIRE) &#8212; Abacus Global Management, Inc. (\u201cAbacus\u201d or the \u201cCompany\u201d) (NASDAQ: ABL), a leader in the alternative asset management space, today announced a minority investment in Dynasty Financial Partners (\u201cDynasty\u201d), a leading provider of technology-enabled wealth management solutions for independent financial advisors.<\/p>\n<p>\u201cOver 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,\u201d said Jay Jackson, Chairman and Chief Executive Officer of Abacus. \u201cTheir backing and expertise empower us to continue building on our suite of services and expanding our national footprint.\u201d<\/p>\n<p>Abacus is a member of the network of owners and operators of independent firms leveraging Dynasty\u2019s 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 $105 billion in platform assets.<\/p>\n<p>Shirl Penney, Founder and Chief Executive Officer of Dynasty, said: \u201cThis 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\u2019s strategic goals.\u201d<\/p>\n<p>\n        <strong>About Abacus<\/strong><br \/>\n        <br \/>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.<\/p>\n<p>For more information, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=jriZt-2WbpnQPLfMOGlEoofEKvUb2RHnz6iZHBb1NRT36UevhSqF33lDtObBmsJogq-y72GggM9tlS04JEmSMQ==\" rel=\"nofollow\" target=\"_blank\">abacusgm.com<\/a>.<\/p>\n<p>\n        <u>Contacts<\/u>:<br \/>Investor Relations<br \/>Robert F. Phillips \u2013 SVP Investor Relations and Corporate Affairs <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=fQ_xF-M32UTQukQmcjfTClUHHc075cDB0wb02Ra9nZHJOKY0EPMVt_kyiokUbLMT0NgW6ZP_Ym7_uyqEk_z0HGQg3VdcbhYtmywUGrhm0uM=\" rel=\"nofollow\" target=\"_blank\">rob@abacusgm.com<\/a><br \/>(321) 290-1198<\/p>\n<p>David Jackson \u2013 Managing Director of Investor Relations <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=g3IB2YoDLkNH7mRBJRXbcm79-NfR3oVGe2VSn7y-mfIZrVXF9x3wnKSa81NazZASCt2EnOTcpTBFA7RufaQIyBxx2VaZ7MO3_jOXQJJPSr4=\" rel=\"nofollow\" target=\"_blank\">david@abacusgm.com<\/a><br \/>(321) 299-0716<br \/>Abacus Global Management Public Relations<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=tbkk316RnJHGSjvk1ehK6fPi4S11t8ooIHvyqx6WhWZMuMAwoDDvaGKIFXGdwIj1oDM6Ho-YcfFoi_uUSqpdBtDneDJynRlOD_qs8nEDr4U=\" rel=\"nofollow\" target=\"_blank\">press@abacusgm.com<\/a><\/p>\n<p>\n        <strong>About Dynasty<\/strong><br \/>\n        <br \/>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\u2019s technology, tools, and services provide advisory firms the supported independence to launch their business, scale their operations, and grow their firms \u2014 both organically and inorganically \u2014 while also allowing them to be more focused on and better equipped to serve their clients.<\/p>\n<p>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\u2019 growth, onboarding new clients, increasing clients\u2019 use of its broader capabilities, launching additional solutions, and facilitating complementary acquisitions.<\/p>\n<p>For more information, please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=9ZUqiy-p4paP8Z053DW04FivJFppTr_F-vsfVKgZ5kvYplUiwnAkmeFvlPVcwpaudcpxT3GGV2Vka5_Khvw5X_gWSIY6GtsgGoirY8udk0H3ozYPQextvuddBfHgrQMvl_MehRGUGegxPTrYP5GWoQ==\" rel=\"nofollow\" target=\"_blank\">www.dynastyfinancialpartners.com<\/a>.<\/p>\n<p>To learn more about Dynasty Connect please visit <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=9ZUqiy-p4paP8Z053DW04HXSrRF3Pm-IQQI9NpdfxLxpUDqYmu42gL90SNTBNFFZkp_27OoeHjeKQ77bDF7n8Ry-H3GbRu-6NM-1_YcKIf0=\" rel=\"nofollow\" target=\"_blank\">www.dynastyconnect.com<\/a>.<\/p>\n<p>Also visit Dynasty on social media:<br \/>LinkedIn: <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=1t7r6Y1e6GB97u-gRnXwDBJASWVzd9d45_mAWi73lixIPoQ3QUdttoPDX8RGj1oeJUPZUpX6OswTGGYhuxdezX1cmE0gDt9R5Z_cnAnLf9cO2WJoqu0uaO-5hhzUVeTnXc2cXXDPP4E8AQcoCjZbsS0yayv4EZnTOHHZtGy3QnqNzdvSdvIe0VQLNgkEcvdu4ZPcm90jqeHQ9ZG20wKiPg==\" rel=\"nofollow\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/dynasty-financial-partners<\/a><br \/>Twitter: <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=WxDJH7PBdg4NyPF_O2dW_O7ujaTnyniSMIlexPgZqX7Q3vvZd9jgXpx-rh7jiqfBcWKgHKhno33rsyU2PLTwT8y4n7WMaClvLkWHhCr-zR9Wg-vsH_eJu8OLX0jxfixxb5XVqxRL-uEUmVNuuBxUEK3AfnY6j0qkTFpCJ2or9Ls=\" rel=\"nofollow\" target=\"_blank\">@DynastyFP<\/a><\/p>\n<p>      <img decoding=\"async\" alt=\"\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTUxMDUxMiM3MDkzNTk0IzIyNjA3MDk=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" alt=\"\" src=\"https:\/\/ml.globenewswire.com\/media\/NGE1NTI0MTEtNTRhNi00NDlhLWIyNTgtNDNmZTU3MDMyOTM0LTEyNzIyNTktMjAyNS0wOC0xMi1lbg==\/tiny\/Abacus-Global-Management.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Continuing a Years-Long Strategic Partnership ORLANDO, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) &#8212; Abacus Global Management, Inc. (\u201cAbacus\u201d or the \u201cCompany\u201d) (NASDAQ: ABL), a leader in the alternative asset management space, today announced a minority investment in Dynasty Financial Partners (\u201cDynasty\u201d), a leading provider of technology-enabled wealth management solutions for independent financial advisors. \u201cOver 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,\u201d said Jay Jackson, Chairman and Chief Executive Officer of Abacus. \u201cTheir backing and expertise empower us to continue building on our suite of services and expanding our national footprint.\u201d Abacus is a member of the network of &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Abacus Global Management and Dynasty Financial Partners Announce Minority Investment&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-874484","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Abacus Global Management and Dynasty Financial Partners Announce Minority Investment - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Continuing a Years-Long Strategic Partnership ORLANDO, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) &#8212; Abacus Global Management, Inc. (\u201cAbacus\u201d or the \u201cCompany\u201d) (NASDAQ: ABL), a leader in the alternative asset management space, today announced a minority investment in Dynasty Financial Partners (\u201cDynasty\u201d), a leading provider of technology-enabled wealth management solutions for independent financial advisors. \u201cOver 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,\u201d said Jay Jackson, Chairman and Chief Executive Officer of Abacus. \u201cTheir backing and expertise empower us to continue building on our suite of services and expanding our national footprint.\u201d Abacus is a member of the network of &hellip; Continue reading &quot;Abacus Global Management and Dynasty Financial Partners Announce Minority Investment&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-12T12:56:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTUxMDUxMiM3MDkzNTk0IzIyNjA3MDk=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment\",\"datePublished\":\"2025-08-12T12:56:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/\"},\"wordCount\":607,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.globenewswire.com\\\/newsroom\\\/ti?nf=OTUxMDUxMiM3MDkzNTk0IzIyNjA3MDk=\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\\\/\",\"name\":\"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment - 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Market Newsdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/","og_locale":"en_US","og_type":"article","og_title":"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment - Market Newsdesk","og_description":"Continuing a Years-Long Strategic Partnership ORLANDO, Fla., Aug. 12, 2025 (GLOBE NEWSWIRE) &#8212; Abacus Global Management, Inc. (\u201cAbacus\u201d or the \u201cCompany\u201d) (NASDAQ: ABL), a leader in the alternative asset management space, today announced a minority investment in Dynasty Financial Partners (\u201cDynasty\u201d), a leading provider of technology-enabled wealth management solutions for independent financial advisors. \u201cOver 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,\u201d said Jay Jackson, Chairman and Chief Executive Officer of Abacus. \u201cTheir backing and expertise empower us to continue building on our suite of services and expanding our national footprint.\u201d Abacus is a member of the network of &hellip; Continue reading \"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/","og_site_name":"Market Newsdesk","article_published_time":"2025-08-12T12:56:07+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTUxMDUxMiM3MDkzNTk0IzIyNjA3MDk=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment","datePublished":"2025-08-12T12:56:07+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/"},"wordCount":607,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/#primaryimage"},"thumbnailUrl":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=OTUxMDUxMiM3MDkzNTk0IzIyNjA3MDk=","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/abacus-global-management-and-dynasty-financial-partners-announce-minority-investment\/","name":"Abacus Global Management and Dynasty Financial Partners Announce Minority Investment - 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