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FolioDynamix

FolioDynamix

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FolioDynamix

Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.

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Alexa global traffic share

Twitter followers

Latest funding
Debt financing
$4,000,000
Venture capital (Series B)
$16,000,000
Employees

Team size

200+
Locations
HQ
Finextra

FolioDynamix and Scivantage forge robo advisory partnership