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

Parent CompanyActua
HQSecaucus, US
FolioDynamix was founded in 2007 and is headquartered in Secaucus, US

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FolioDynamix Office Locations

FolioDynamix has offices in Secaucus, Columbus, Dallas, Evansville and in 1 other location
Columbus, US
100 W Old Wilson Bridge Rd #207
Columbus, US
Columbus, OH, USA
Dallas, US
Dallas, TX, USA
Evansville, US
25 NW Riverside Dr #202
Sacramento, US
2399 Gateway Oaks Dr #200
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FolioDynamix Financials and Metrics

Summary Metrics

Founding Date


Total Funding

$23.5 m


In total, FolioDynamix had raised $23.5 m. FolioDynamix is a subsidiary of Actua

FolioDynamix Online and Social Media Presence

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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 International Bancshares, Baader Bank and S&T Bank.

  • Where are FolioDynamix offices?

    FolioDynamix has offices in Secaucus, Columbus, Dallas, Evansville and in 1 other location.

  • How many offices does FolioDynamix have?

    FolioDynamix has 6 offices.