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.
Type
Subsidiary
Parent Company
Actua Corporation
HQ
Secaucus, US
Founded
2007
FolioDynamix was founded in 2007 and is headquartered in Secaucus, US

FolioDynamix Office Locations

FolioDynamix has offices in Secaucus, Sacramento, Worthington, Evansville and in 2 other locations
Secaucus, US (HQ)
1 Harmon Plaza
Evansville, US
202 25 NW Riverside Dr
Worthington, US
207 100 W Old Wilson Bridge Rd
Sacramento, US
200 2399 Gateway Oaks Dr
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FolioDynamix Financials and Metrics

FolioDynamix Summary

Founding Date

2007

Total Funding

$27.5 m

Investors

FolioDynamix is a subsidiary of Actua Corporation

Traffic Overview of FolioDynamix

FolioDynamix Online and Social Media Presence

FolioDynamix Company Life and Culture

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