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 Company
Actua Corporation
Secaucus, US
FolioDynamix was founded in 2007 and is headquartered in Secaucus, US

FolioDynamix Office Locations

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

FolioDynamix Metrics

FolioDynamix Summary

Founding Date


Total Funding

$27.5 m


FolioDynamix is a subsidiary of Actua Corporation

FolioDynamix Online Presence

FolioDynamix Company Life

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