Dynasty Financial Partners to Acquire Optima Group
June 11, 2026
Dynasty Financial Partners has announced the formalization of the Dynasty Consulting Group, which will be anchored by its upcoming acquisition of Optima Group. The combined offering is designed to unite Dynasty’s RIA technology, investment, capital, and operating capabilities with Optima’s strategy, branding, and digital/traditional marketing expertise.
- Buyers
- Dynasty Financial Partners
- Targets
- Optima Group
- Industry
- Professional Services
- Location
- Connecticut, United States
- Transaction Type
- Buyout
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