FolioDynamix

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.
Company growth
Type
Subsidiary
Parent Company
Actua Corporation
HQ
Secaucus, US
Founded
2007
Size (employees)
85 (est)+2%
FolioDynamix was founded in 2007 and is headquartered in Secaucus, US

Key People at FolioDynamix

Chris Sugden

Chris Sugden

Board Member

FolioDynamix Office Locations

FolioDynamix has offices in Secaucus, Sacramento, Worthington, Evansville
Secaucus, US
Sacramento, US
Worthington, US
Evansville, US

FolioDynamix Metrics

FolioDynamix Summary

Founding Date

2007

Total Funding

$27.5 M

Investors

FolioDynamix is a subsidiary of Actua Corporation

FolioDynamix Online Presence

FolioDynamix Company Life

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