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
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FolioDynamix Office Locations

FolioDynamix has an office 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


Total Funding

$23.5 m


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