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.
FolioDynamix has 631 Twitter Followers. The number of followers has decreased 0.5% month over month and decreased 0.5% quarter over quarter
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.
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