FolioDynamix is a company that provides wealth management technology and institutional-quality investment research services. It works with broker dealers, bank trusts, RIAs, custodians, and wealth management service providers to attract and retain advisors, establish competitive wealth management program offerings, accelerate client acquisition, and gain end-to-end visibility across all accounts.

Employee Rating

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

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FolioDynamix Office Locations

FolioDynamix has offices in Secaucus, Columbus, Dallas, Evansville and in 1 other location
Columbus, OH, US
100 W Old Wilson Bridge Rd #207
Columbus, OH, US
Columbus, OH, USA
Dallas, TX, US
Dallas, TX, USA
Evansville, IN, US
25 NW Riverside Dr #202
Sacramento, CA, 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 Cybersecurity Score

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FolioDynamix Online and Social Media Presence

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FolioDynamix Frequently Asked Questions

  • When was FolioDynamix founded?

    FolioDynamix was founded in 2007.

  • How many employees does FolioDynamix have?

    FolioDynamix has 36 employees.

  • Who are FolioDynamix competitors?

    Competitors of FolioDynamix include International Bancshares, Bank of America 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.