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General Information

Websitefoliodynamix.com
CategoryEnterprise
Phone 212-799-5890
Email
Employees
DescriptionWealth Servicing Software

Offices

New York, USA
New York, NY
USA
Sacramento, USA
Sacramento, CA
USA

Acquisitions

Funding

Series A, 8/08
Edison Venture Fund
$7.5M

Tags

FolioDynamix

FolioDynamix provides Wealth Servicing and IT Software.

Milestones

Videos

Screenshots

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

Sources

  1. FolioDynamix, Innovator of Cross Asset and Multi-Currency Managed Accounts Platform, Acquires SunGard Advisory Technologies Inc. (foliodynamix.com) [edit]
  2. FolioDynamix Clears New Expansion Funding (venturedeal.com) [edit]
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Last Edited 9/21/09

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