Dynasty
QSBS-eligible trusts and tax-optimization service for startup founders
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.
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.
Is Dynasty publicly traded — can you buy Dynasty stock?
No. Dynasty is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Dynasty on its Pre-IPO Access Desk.
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.
Fundraising Status
Seed · 2y 9mo ago
private
Latest Funding Round
| Round | Amount | Date | Lead Investor | Post-Money |
|---|
| Seed | — | Jan 2024 | — | — |
Talent Signal
No public careers page or job board could be found for Dynasty as of 2026-09-14. That itself is a datapoint: no open external hiring surface.
Checked the company site and major hosted job boards. Re-checked monthly.
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.