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FolioDynamix
3930
FolioDynamix
Finance
Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
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Founded
2007
Raised
$20M
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Also headquartered in New York
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Overview
Funding
2
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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
