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Dynasty

QSBS-eligible trusts and tax-optimization service for startup founders
Financial Services 📍 San Francisco, CA Founded 2023
Current Valuation
Private
PRIVATE

IPO Outlookprivate

Is Dynasty going public?
No. Dynasty is private and has not filed to go public. There is no S-1 on file.
What is Dynasty's valuation in 2026?
No confirmed valuation is on record for Dynasty. The roster shows funding and investors where they are public; it does not estimate a mark.
Has Dynasty filed an S-1?
No public S-1 is on file for Dynasty.
Who are Dynasty's investors?
Dynasty's investors include Sophia Amoruso, Angel investors.
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.
Dynasty sets up, funds, and maintains QSBS-eligible trusts for startup founders and early employees, with the goal of stacking Section 1202 exclusions so each trust beneficiary can shield up to $10-15 million of qualified small business stock gains from federal capital gains tax at exit. The company packages what was traditionally a high-touch wealth-management workflow into a productized service priced in the low thousands, aimed squarely at founders pre-liquidity.

Company Profile

CEO
Alessandro Chesser
Founded
2023
HQ
San Francisco, CA
Employees
~25
Growth
Early-stage growth
IPO Status
private

Fundraising Status

Seed · 2y 7mo ago
private

Latest Funding Round

RoundAmountDateLead InvestorPost-Money
SeedJan 2024

Talent Signal

No public careers page or job board could be found for Dynasty as of 2026-08-17. That itself is a datapoint: no open external hiring surface.
Checked the company site and major hosted job boards. Re-checked monthly.

Founders & Key People

Alessandro Chesser

Investors

Sophia Amoruso · Angel investors

Products

  • QSBS trust setup and funding
  • Trust stacking strategies
  • Section 1202 tax planning
  • Ongoing compliance and administration
  • Estate planning for founders

Competitors

Valur · Carta tax services · Compound · Harness Wealth
Wealth ManagementTax PlanningQSBSFounders
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of recent date. Refreshed quarterly.