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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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foliodynamix.com
Finance
B2c
Founded in
2007
Raised
$20M
More info
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Also headquartered in New York
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Overview
Funding
2
Add info
Latest funding
Debt financing
$4,000,000
Wellington Financial
Venture capital (Series B)
$16,000,000
Edison Partners
,
ABS Capital Partners
Employees
Team size
200+
Locations
HQ
New York
,
United States
Headquarters
Finextra
FolioDynamix and Scivantage forge robo advisory partnership
Verizon
IBM
HBO
Kickstarter
Wired
AOL
Tumblr
Time Warner
Vine
The New York Times
American HealthCare Lending
Enterprise Ireland
Capital Indigo
flck.me
ArthaYantra
Money Toolkit
LEAF Commercial Capital