Independent Firm Pairs Record-Setting Launch With Charitable Initiative And Advisor Development Program

OpenArc, a national wealth management and corporate advisory firm integrating corporate benefits plan strategy with individualized financial advice, today announced that it has transitioned more than $10 billion in client assets and opened over 14,000 accounts since launching in late September 2025.

“OpenArc’s early results confirm that employers want a higher-touch, fiduciary-driven experience for their most valuable asset - their people,” said Jeff Crowell, a Managing Partner of the firm. “Corporate mandates usually can take years to transition, so the pace we’re seeing in our first months is extremely encouraging to us.”

The firm combines institutional corporate benefits consulting with personal wealth management services for executives, employees, and families. OpenArc’s corporate advisory capabilities are supported by its institutional consulting practice, which under the leadership of Chad Pigg-Fife, a Principal Partner of the firm, has played a core role in accelerating engagement with corporate clients. Its private-client services range from comprehensive wealth planning to coordinated tax, legal, and family office services.

Emily Fletcher, OpenArc’s Managing Partner and Chief Operating Officer, praised custody provider Schwab for its help coordinating the transition of thousands of client accounts and billions of dollars in assets. “Schwab’s experience supporting one of the industry’s largest independent advisory launches has been critical,” she said. “Clients want confidence in the safety and custody of their assets, and that custodial relationship has provided a strong foundation for us.”

Dynasty Financial Partners is another cornerstone partner, providing OpenArc with technology, compliance, onboarding, operational support, an investment platform, and capital solutions. “We’re proud to work with OpenArc,” said Dynasty CEO Shirl Penney. “Their stunning early momentum shows how scale, specialization, and independence can be an unstoppable force in the advisory space,” he added.

In addition to onboarding clients, OpenArc has started a charitable fund supporting underserved communities, an advisor development program as part of its long-term strategy, and a sports and entertainment division, according to OpenArc Managing Partner Kevin Higginbotham.

“These initiatives reflect our commitment to building lasting value for clients, advisors, and the communities they serve,” said Higginbotham. “We’re focused on building a firm to serve the most discerning families and brands for the next hundred years. The long-term opportunity with our comprehensive business model is significant, and we are excited by the early success in both our wealth management and corporate businesses. Our success is driven by a deep commitment to integrity, forward-looking technology, and putting clients first.”

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

About OpenArc

OpenArc Corporate Advisory leads the development of an open architecture model for corporate benefits and wealth management services, serving Fortune 1000 companies and high-net-worth families. The firm is headquartered in Atlanta, Georgia, and previously advised $129 billion in institutional and personal client assets. OpenArc combines recognized advisory expertise with advanced technology to deliver customized financial solutions.

For more information, please visit www.openarccorporate.com.

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