# Dynasty Financial Partners -- Company Profile -- Salesly AI

Dynasty Financial Partners shows 4 sales-related openings (VP/Director tier). Dynasty Financial Partners's verified GTM stack highlights include Addepar and AI. Sales Readiness Score: 67.00.

| Field | Value |
|-------|-------|
| Domain | dynastyfinancialpartners.com |
| Industry | financial services |
| Location | Saint Petersburg, Florida |
| Sales Readiness Score | 67.00 |

## Tech Stack

- Addepar (Financial Software)
- AI (Other)
- Amazon AWS (Hosting)
- Android (Frameworks and Programming Languages)
- Autopilot (Marketing Automation)
- Azure Active Directory (Security)
- Azure Active Directory B2C (Cloud Services)
- Azure Analysis Services (Analytics and Tracking)
- Azure Container Apps (Cloud Services)
- Azure Data Factory (Cloud Services)
- Azure Purview (Data Management Platform)
- CAT (ERP)
- Cisco WebEx Teams (Communication and Collaboration)
- Databricks (Analytics and Tracking)
- DocuSign (Other)
- DotNetNuke (CMS)
- Envestnet (Financial Software)
- Excel4Apps (Business Intelligence)
- Fidelity HSA (Financial Software)
- Gem (Frameworks and Programming Languages)
- Hubspot (Marketing Automation)
- Kubernetes (Other)
- LinkedIn Ads (Advertising Networks)
- Micro (Other)
- Microsoft 365 (Communication and Collaboration)
- Microsoft Azure Monitor (Analytics and Tracking)
- Microsoft Entra ID (Enterprise Mobility Management)
- Microsoft Excel (Business Intelligence)
- Microsoft Exchange Server 2003 (Cloud Services)
- Microsoft Office 365 (Other)
- Microsoft PowerPoint (Web Presentation Tools)
- Microsoft Sharepoint (CMS)
- Microsoft SQL Server Reporting Services (Analytics and Tracking)
- Monday sales CRM (Customer Relationship Management)
- Netskope Cloud Access Security Broker (CASB) (Event Management)
- Outlook (Email Providers)
- Pantheon (CMS)
- Pardot (Marketing Automation)
- Power BI Documenter (Analytics and Tracking)
- PowerBI Tiles (Analytics and Tracking)
- React (CSS and JavaScript Libraries)
- Redis (Database)
- Salesforce (Customer Relationship Management)
- Salesforce CRM Analytics (Analytics and Tracking)
- Schwab Compliance Technologies (Financial Software)
- Security (Security)
- The Trade Desk (Demand Side Platforms)
- TUNE (Analytics and Tracking)
- Zendesk (Support and Feedback)

## Open Positions

- Managing Director (VP/Director)
- Chief Growth Officer and Board of Directors (VP/Director)
- Chairman and CEO (Unspecified)
- General Manager, Sales Representative (Sales Manager)



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