Total Funding
4
Total FundingDebt Financing raised
Growth Score
pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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330852
FolioDynamix, a provider of integrated wealth management technology solutions.
- Mark Davis: CTO
About the Company
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.
