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.

Employee Rating

3.7More
TypeSubsidiary
Parent CompanyActua
HQSecaucus, US
Founded2007
Websitefoliodynamix.com
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

Summary Metrics

Founding Date

2007

Total Funding

$23.5 m

Investors

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

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FolioDynamix Company Life and Culture

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FolioDynamix Frequently Asked Questions

  • When was FolioDynamix founded?

    FolioDynamix was founded in 2007.

  • Who are FolioDynamix competitors?

    Competitors of FolioDynamix include Lake Sunapee Bank Group, Banca Generali and Banca Finnat Euramerica.

  • Where is FolioDynamix headquarters?

    FolioDynamix headquarters is located at 1 Harmon Plaza, Secaucus.

  • Where are FolioDynamix offices?

    FolioDynamix has offices in Dallas, Columbus, Sacramento, Worthington and in 2 other locations.

  • How many offices does FolioDynamix have?

    FolioDynamix has 6 offices.