FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with leading-edge wealth management technology and institutional-quality investment research to attract and retain the best advisors, establish more competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts. The results for wealth management firms include greater operational efficiency, improved compliance, enhanced client service and stronger business growth.
Parent CompanyActua Corporation
HQSecaucus, US
FolioDynamix was founded in 2007 and is headquartered in Secaucus, US
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FolioDynamix Office Locations

FolioDynamix has offices in Dallas, Columbus, Sacramento, Worthington and in 2 other locations
Secaucus, US (HQ)
1 Harmon Plaza
Evansville, US
202 25 NW Riverside Dr
Sacramento, US
200 2399 Gateway Oaks Dr
Worthington, US
207 100 W Old Wilson Bridge Rd
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FolioDynamix Financials and Metrics

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Founding Date


Total Funding

$23.5 m


In total, FolioDynamix had raised $23.5 m. FolioDynamix is a subsidiary of Actua Corporation
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FolioDynamix Online and Social Media Presence

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FolioDynamix Company Life and Culture

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