OpenArc Corporate Advisory

Atlanta, Georgiaopenarccorporate.com1expert edge

Independent RIA managing $129 billion in assets, providing corporate benefits advisory and family wealth management services to employers, executives, and high-net-worth families.

Why interesting to a deal team

Penney's board seat following Dynasty's minority investment; $129B AUM independent RIA represents core consolidation target for platform aggregators.

Experts connected to this company

Shirl PenneyDynasty took minority stake; Penney joined its board

Shirl Penney

Founder and Chief Executive Officer

Dynasty Financial Partners

LawyerSt. Petersburg

Penney sits at the center of nearly every major RIA breakaway and platform financing deal, giving him unmatched visibility into wealth-management M&A flow and valuations.

Sources

Name + firmPrimary
openarccorporate.com
Page titlePressArchived 2025-09-24
businesswire.com/news/home/20250924728033/en/OpenArc-Corporate-Advisory-Founded-by-Top-Ranked-Barrons-Team-Launches-to-Reshape-Corporate-Benefits-and-Family-Wealth-Advisory

Strongest evidencePage title2 public sourcesHow the grades work