FolioDynamix

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

Founded

2007

Raised

$20M

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Also headquartered in New York

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Overview

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15 May 2012

$4,000,000

Debt financing

Wellington Financial

21 Dec 2010

$16,000,000

Venture capital (Series B)

Edison Partners, ABS Capital Partners