FolioDynamix

FolioDynamix

FolioDynamix

Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
Founded
2007
Raised
$20M
Follow us
Alexa global traffic share
Twitter followers
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
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