Grantd receives Minority Strategic Investment from Dynasty Partners

Dynasty Financial Partners has made a minority investment in Grantd, an AI-powered platform that helps advisors and employees manage corporate stock holdings and equity compensation. The move signals Dynasty’s growing interest in technology that supports advisors working with clients whose wealth is increasingly tied to company stock. Grantd recently acquired StockOpter, a well-known provider of equity compensation planning tools, and is integrating its capabilities to enhance tax-efficient decision-making for advisors and their clients.

Alongside the investment, Dynasty has welcomed Brian McDonald, former executive at Morgan Stanley and Charles Schwab, as a senior advisor. McDonald, who launched Grantd earlier this year, brings extensive experience in workplace financial solutions and advisor technology. Dynasty CEO Shirl Penney said McDonald’s guidance will be central to expanding the firm’s equity compensation capabilities and advancing the evolution of the independent RIA space.

Dynasty’s investment exemplifies the Rise of Corporate Venture Capital (CVC) theme, where wealth management firms use strategic minority stakes to secure early access to innovation and influence future product development. Though not a formal CVC arm, Dynasty’s approach mirrors the model of deploying capital to gain insights, strengthen advisor tools, and build a pipeline of potential partnerships.

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