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
Email Addresses:
[email protected]
Total Funding:
27.5 M USD
Technology used in webpage:
Network Solutions DNS Turn RagingWire
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Current Advisors List
Current Employees Featured
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
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Actua to Acquire FolioDynamix, a Cloud-Based Wealth
Sep 15, 2014 Based in New York, FolioDynamix offers wealth service providers and investment advisors a comprehensive, secure, cloud-based wealth management technology platform and …See details»
Envestnet Finalizes Acquisition of FolioDynamix for $195 Million
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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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Docupace Technologies and FolioDynamix announce Strategic …
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