Our Strategic Partners

Dynasty’s fully customizable technology platform gives High Note Wealth end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with a diverse platform of portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.

With more than $3.7 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like High Note Wealth. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.

Black Diamond® delivers an first-class, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture.

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.

Ethic is a tech-driven asset manager that powers the creation of sustainable equity portfolios. Ethic utilizes technology, data science, and design to empower investors to express their values through investments. In partnership with Ethic, High Note Wealth clients can build personalized equity portfolios based on what matters most to them.