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FolioDynamix
3930
FolioDynamix
Finance
Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
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Founded
2007
Raised
$20M
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Also headquartered in New York
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Overview
Funding
2
Add info
Latest funding
$4,000,000
Debt financing - 2012
Wellington Financial
$16,000,000
Venture capital (Series B) - 2010
Edison Partners
ABS Capital Partners
Team Size
200+
Employees
I work here
Location
New York
,
United States
Headquarters
Explore New York
Finextra
Envestnet completes acqusition of FolioDynamix
PE HUB
| Envestnet closes FolioDynamix buy
Stock markets
Cloud
PE HUB
Envestnet to buy FolioDynamix for $195 mln
Stock markets
Cloud
Strategy
Finextra
FolioDynamix and Scivantage forge robo advisory partnership
