The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.
The alternative investment platform doubled the volume of assets on its platform since December 2023.
Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.
8 Oct, 2024 | Admin | No Comments
BlackRock, JPMorgan Asset Back Dynasty Financial at $800M Valuation
Proceeds from minority raise will fund growth for Dynasty.