Dynasty Financial Partners Doubles Down on Tech

Two FinTech Executives Join the Firm: Frank Coates is Named as Chief Technology Officer and Taylor Howard Joins as Chief Digital Officer

ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Dynasty Financial Partners announced today that two financial technology executives have joined the firm. Frank Coates has been named Chief Technology Officer and Taylor Howard has been appointed to the new position, Chief Digital Officer.

Both executives will be based in St. Petersburg, Florida and will report directly to Ed Swenson, Chief Operating Officer of Dynasty.

Mr. Coates was previously an Executive Managing Director, Co-Group President, Envestnet Analytics. Prior to joining Dynasty, Mr. Howard led the artificial intelligence, application engineering, digital workplace, and data analytics practices of a global digital transformation and consulting firm AgileThought.

“At Dynasty, we are committed to building unique technology solutions that cater to the Ultra High Net Worth RIA market. As a result, we are making large investments into resources around fintech,” said Mr. Swenson. “Frank Coates brings over 20 years of innovative and creative solutions specifically to the wealth management space. Frank will lead the way in technology for high end RIAs. In addition, Taylor will build out Dynasty’s digital architecture and artificial intelligence capabilities – a key area for Dynasty in the future.”

As CTO, Mr. Coates will be responsible for providing next generation technology solutions to Dynasty’s client base in addition to supporting Dynasty’s and Envestnet’s partnership with digital solutions through the Advisor Services Exchange ASx.

“We believe the most successful and high growth advisory firms will employ a variety of data-driven strategies including artificial intelligence, client-facing digital systems and workflows incorporating integrated data. I am looking forward to joining the Dynasty team and being a part of how the company is positioning themselves for the future,” remarked Coates.

As CDO, Mr. Howard will be focused on Dynasty digital architecture – digital enablement and key proprietary Dynasty products including the advisor business solutions dashboard, benchmarking, and integrations.

“The independent advisor provides a personal and holistic experience to the sophisticated investor for their wealth management needs. The depth and quality of this relationship is increasingly enhanced by a digital experience that allows the advisor to better understand their clients, and their client’s wealth, in a broader context. In addition, this experience must provide the advisor insights into how the running of their business impacts their own financial performance. I am excited to build on this vision with Frank and the Dynasty team,” remarked Howard.

Dynasty Financial Partners has experienced significant growth in recent years. The firm’s TAMP was recently ranked fourth in Wealth Advisor’s Top TAMP 2020 Survey rankings. Dynasty currently has 46 Network Partner firms on its platform with over $60 billion in client assets. Dynasty has hired 19 professionals since January 2021 and plans to hire an additional 12 professionals this year in its St. Petersburg headquarters.

“The ability for Dynasty to onboard remarkable talent like Frank and Taylor further demonstrates the benefits of our size, scale, and industry leading position as the premier integrated platform services provider to the RIA space. As we grow rapidly, we are excited to continue to add top intellectual capital and make strategic investments in technology that will allow our network partner firms to better care for their clients, gain new ones, make their team member lives easier, and build better businesses. We could not be more excited and proud to welcome both Frank and Taylor to the Dynasty Community,” commented Dynasty Financial Partners CEO, Shirl Penney.


Frank Coates

Frank Coates is Chief Technology Officer at Dynasty Financial Partners. Previously, he was Executive Managing Director, Co-Group President, Envestnet Analytics.

He is a co-founder of Wheelhouse Analytics, acquired by Envestnet in 2016.

Mr. Coates has long been recognized for providing innovative technology and data and analytical solutions to the investment management industry. Prior to co-founding Wheelhouse Analytics in 2007, Frank founded Coates Analytics, LP, where as CEO, he pioneered the development of asset flow analytics and dashboard technology in the retail financial product distribution industry. In 2007, Coates Analytics was acquired by PNC Global Investment Servicing (formerly PFPC). He is a former Director of Sales for Strong Mutual Funds and Director of Separate Accounts for Dreyfus. Frank has more than 20 years of experience in financial services focused primarily on business management, technology, and the distribution of financial products.

Taylor Howard

Taylor Howard is the Chief Digital Officer for Dynasty Financial Partners. He is responsible for Dynasty’s digital strategy ensuring decision-making, operations, data, and technology are aligned and delivered through the Dynasty platform.

Prior to joining Dynasty, Mr. Howard led the artificial intelligence, application engineering, digital workplace, and data analytics practices of a global digital transformation and consulting firm AgileThought. He designed and built platforms reinventing the business models of Fortune 1000 clients around their digital strategy using design thinking and agile frameworks.

He has served as a speaker, moderator, and panelist on the adoption and integration of advanced technology into an organization’s DNA and as a technical practitioner of A.I. and cloud-native solutions. He lives in St. Petersburg.

About Dynasty Financial Partners

Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients. ​

For more information, please visit www.dynastyfinancialpartners.com.

Also visit Dynasty on social media:

LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter: @DynastyFP
YouTube: http://bit.ly/1MKXhC8


Sally Cates