Dynasty

6.0AI-Powered

Dynasty helps startup founders protect their exit gains by setting up QSBS (Qualified Small Business Stock) trusts that can exclude $10–$15M in capital gains per beneficiary from taxes.

Get Paid & Manage Money Handle Documents & Data

6.0/10

From $1500/mo

AI-Powered

Visit Website

What It Does

Set up QSBS-eligible trusts with up to four trusts included in the base plan

Stack multiple trusts to multiply your Section 1202 (federal tax exclusion) benefits per beneficiary

Get ongoing compliance management so your trusts stay qualified through your exit

Access a QSBS planning calculator to estimate your potential tax savings

Call an AI voice agent trained on QSBS rules for plain-English answers anytime

Add legal and CPA support through partner firms starting at $1,000 each

Source:

Strengths & Weaknesses

Strengths

Dramatically lower cost than traditional attorneys — founders report saving $15K–$60K+ vs. going the law firm route

Covers up to four trusts in the base $1,500/year plan, making trust stacking accessible

Handles setup, funding, and ongoing compliance so you don't have to manage it yourself

Backed by credible investors including the CEO of Carta and Soma Capital, signaling domain trust

Weaknesses

Very narrow use case — only useful for startup founders holding QSBS-eligible shares, not general small businesses

Post-liquidity pricing jumps to $3,000/year per trust plus tax prep costs, which adds up fast

Launched June 2025 — very early stage with limited track record at scale

Integrations

No integrations listed yet for Dynasty.

Upgrade to use the Integration Checker

AI Features

Dynasty offers an AI voice agent trained on QSBS rules that you can call anytime to get plain-English answers about trust stacking and Section 1202 eligibility.

STOA's Verdict

6.0

Rating

Dynasty is built for startup founders — not typical small businesses — who hold equity in early-stage companies and want to protect exit gains from capital gains taxes. If you qualify for QSBS (Qualified Small Business Stock) treatment, the $1,500/year price is a real bargain compared to what attorneys charge. But this tool has zero value if your business doesn't issue QSBS-eligible stock, and it launched in mid-2025, so you're betting on a very new service for a high-stakes financial decision.