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General Information

Websitefoliodynamix.com
Blogfoliodynamix.com/...
Twitter@foliodx
CategoryEnterprise
Phone 212-799-5890
Emailsales@foliodynami...
Employees
Founded2007
DescriptionWealth management technology

Offices

New York, USA
Sacramento, USA

Acquisitions

Funding

TOTAL $16M
FUNDING TOTAL $16M
Series B, 12/10
ABS Capital Partners
Edison Ventures
$16M
DEBT TOTAL $4M
Debt, 5/12
Wellington Financial
$4M

Tags

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.

Recent Milestones

Videos

Screenshots

FolioDynamix screenshot
Above: FolioDynamix
Uploaded: 7/22/09
FolioDynamix screenshot
Above: FolioDynamix
Uploaded: 2/2/12
FolioDynamix screenshot
Above: FolioDynamix
Uploaded: 2/2/12

Sources

  1. FolioDynamix, Innovator of Cross Asset and Multi-Currency Managed Accounts Platform, Acquires SunGard Advisory Technologies Inc. (foliodynamix.com) [edit]
  2. FolioDynamix Receives $16M Investment (finsmes.com) [edit]
  3. FolioDynamix Receives $4M in Debt Financing from Wellington Financial (finsmes.com) [edit]
  4. FolioDynamix.com (foliodynamix.com) [edit]
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Last Edited 2/6/13

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