FolioDynamix competitors

FolioDynamix's competitors include Zeus Capital, Lake Sunapee Bank Group, InforcePRO and Savedaily
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FolioDynamix
Web-based, unified wealth management technology and programs to support the full advisory lifecycle across all account types.
Zeus Capital
Zeus Capital provides corporate finance advice and execution expertise on all types of public and private transactions.
Lake Sunapee Bank Group
Lake Sunapee Bank Group is a holding company for Lake Sunapee Bank.
InforcePRO
Helping carriers and distributors service their policyholders effectively and put them first.
Savedaily
SaveDaily provides brokerage solutions enabling banks and brokerages to offer financial services to both high-end and low-income customers.
Founding Date
Founding Date
2007
Founding Date
2003
Founding Date
1868
Founding Date
2012
Founding Date
1999
Type
Type
Subsidiary
Type
Private
Type
Subsidiary
Type
Subsidiary
Type
Private
Tags
Locations
Locations
Secaucus, US HQ
Dallas, US
Columbus, US
Sacramento, US
Worthington, US
Evansville, US
Locations
London, GB HQ
Manchester, GB
Birmingham, GB
Locations
Newport, US HQ
Topsham, US
Southwest Harbor, US
Rockland, US
Milbridge, US
Machias, US
Winter Harbor, US
see more
Locations
Austin, US HQ
Locations
Costa Mesa, US HQ
Employees
Employees
N/A
Employees
845% increase
Employees
N/A
Employees
N/A
Employees
128% decrease
Facebook likes
Facebook likes
29
Facebook likes
N/A
Facebook likes
1.7 k
Facebook likes
1.1 k
Facebook likes
38
Twitter followers
Twitter followers
602
Twitter followers
460
Twitter followers
211
Twitter followers
247
Twitter followers
51

Financial

Revenue (est.)
Revenue (est.)
N/A
Revenue (est.)
£15.7m (FY, 2017)
Revenue (est.)
$8.5m (FY, 2015)
Revenue (est.)
N/A
Revenue (est.)
N/A
Net income
Net income
N/A
Net income
£2.2m (FY, 2017)
Net income
$9m (FY, 2015)
Net income
N/A
Net income
N/A

Funding

Total funding raised
Total funding raised
$ 23.5m
Total funding raised
N/A
Total funding raised
N/A
Total funding raised
$ 6.6m
Total funding raised
$ 15m
For sources of this data, please see the company profileDownload Excel

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Zeus Capital
HQ
London, GB
Employees
84↑ 5% increase

Zeus Capital provides corporate finance advice and execution expertise on all types of public and private transactions.

View company
Lake Sunapee Bank Group
HQ
Newport, US

Lake Sunapee Bank Group is a holding company for Lake Sunapee Bank.

View company
InforcePRO
HQ
Austin, US

Helping carriers and distributors service their policyholders effectively and put them first.

View company
Savedaily
HQ
Costa Mesa, US
Employees
12↓ 8% decrease

SaveDaily provides brokerage solutions enabling banks and brokerages to offer financial services to both high-end and low-income customers.

View company