FOLIODYNAMIX
FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with modern, web-based wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The FolioDynamix wealth management platform helps firms achieve greater operational efficiency, improved compliance, enhanced client service and stronger business growth.
FOLIODYNAMIX
Industry:
Finance Financial Services FinTech Wealth Management
Founded:
2007-01-01
Address:
Secaucus, New Jersey, United States
Country:
United States
Website Url:
http://www.foliodynamix.com
Total Employee:
501+
Status:
Closed
Contact:
212-812-5066
Total Funding:
27.5 M USD
Technology used in webpage:
Network Solutions DNS Turn RagingWire
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Current Advisors List
Board_member
2008-01-01
Board_member
Current Employees Featured
Mark Davis CTO @ FolioDynamix
CTO
2010-04-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2008-08-11 | SunGard Advisory Technologies | SunGard Advisory Technologies acquired by FolioDynamix | N/A |
Investors List
Wellington Financial
Wellington Financial investment in Debt Financing - FolioDynamix
Edison Partners
Edison Partners investment in Series B - FolioDynamix
ABS Capital Partners
ABS Capital Partners investment in Series B - FolioDynamix
Edison Partners
Edison Partners investment in Venture Round - FolioDynamix
Official Site Inspections
http://www.foliodynamix.com
Unable to get host informations!!!
Foliodynamix.com lookup results from whois.corporatedomains.com server:
- Domain created: 12th-Oct-2007
- Domain updated: 14th-Feb-2024
- Domain expires: 12th-Oct-2027 2 Years, 196 Days left
- Website age: 17 Years, 169 Days
- Registrar Domain ID: 1271915516_DOMAIN_COM-VRSN
- Registrar Url: http://cscdbs.com
- Registrar WHOIS Server: whois.corporatedomains.com
- Registrar Abuse Contact Email: domainabuse@cscglobal.com
- Registrar Abuse Contact Phone: 8887802723
- Name server:
- NS-1227.AWSDNS-25.ORG
- NS-19.AWSDNS-02.COM
- NS-1922.AWSDNS-48.CO.UK
- NS-721.AWSDNS-26.NET
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Working at FolioDynamix: 7 Reviews - Indeed
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Bell State Bank & Trust unit teams with FolioDynamix.
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Jun 2, 2016 FolioDynamix collaborated with a leading UI firm to help guide the new look and feel, and has dedicated a significant amount of resources and talent to ensuring that the 8.0 …See details»