Explore
Companies
Investors
Top 50
Streams
Trending tech news
Latest investments
Latest acquisitions
Products
Automate
Trackers
Innovation Services
About Index
Index
By TNW
Log in
Register
FolioDynamix
3869
FolioDynamix
Finance
Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
Suggest edits
Founded
2007
Raised
$20M
Follow us
Also headquartered in New York
Verizon
IBM
HBO
Bloomberg
Goldman Sachs
Kickstarter
JPMorgan
Wired
The New York Times
Morgan Stanley
Companies in the same industry
Fjuul
OneRagtime
Cashpresso
Collin Crowdfund
ArcLight Capital
tradico AG
SAMT AG English
CreditEaseCorp
Wecash
DutchChain
Alexa global traffic share
Twitter followers
Overview
Funding
2
Add info
Add round
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
