FOLIODYNAMIX

foliodynamix-logo

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.

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FOLIODYNAMIX

Social Links:

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

chris-sugden_image

Chris Sugden Member of the Board of Directors @ FolioDynamix
Board_member
2008-01-01

bob-farrell_image

Bob Farrell Member of the Board of Directors @ FolioDynamix
Board_member

Current Employees Featured

mark-davis_image

Mark Davis
Mark Davis CTO @ FolioDynamix
CTO
2010-04-01

Founder


aaron-schumm_image

Aaron Schumm

joseph-mrak_image

Joseph Mrak

Acquisitions List

Date Company Article Price
2008-08-11 SunGard Advisory Technologies SunGard Advisory Technologies acquired by FolioDynamix N/A

Investors List

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Wellington Financial

Wellington Financial investment in Debt Financing - FolioDynamix

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Edison Partners

Edison Partners investment in Series B - FolioDynamix

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ABS Capital Partners

ABS Capital Partners investment in Series B - FolioDynamix

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Edison Partners

Edison Partners investment in Venture Round - FolioDynamix

Official Site Inspections

http://www.foliodynamix.com

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