Wealth Dynamix

OverviewSuggest Edit

Wealth Dynamix is a company that provides a Client Management application for private client wealth managers. Its integrated digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing, and business intelligence.
TypePrivate
Founded2012
HQLondon, GB
Websitewealth-dynamix.com
Employee Ratings5

Latest Updates

Employees (est.) (Jan 2021)90(+2%)
Revenue (FY, 2018)£11 M(+29%)
Cybersecurity ratingBMore

Key People/Management at Wealth Dynamix

Gary Linieres

Gary Linieres

Chief Executive Officer
Brent Randall

Brent Randall

Chief Operating Officer
Natalie Levine

Natalie Levine

Chief Technology Officer
Dominic Snell

Dominic Snell

Product Strategy Director
Lucy Heavens

Lucy Heavens

Marketing Director
Claire Mayes

Claire Mayes

Operations Director
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Wealth Dynamix Office Locations

Wealth Dynamix has offices in London, Vilnius, Singapore, Genève and in 1 other location
London, GB (HQ)
141 Curtain Rd, Shoreditch
Vilnius, LT
Konstitucijos pr. 7
Singapore, SG
12 Marina View, 11
Genève, CH
Quai de l'Ile 13
Zürich, CH
Bleicherweg 10
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Wealth Dynamix Financials and Metrics

Summary Metrics

Founding Date

2012
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Wealth Dynamix Revenue

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Wealth Dynamix's revenue was reported to be £10.96 m in FY, 2018
GBP

Revenue (FY, 2018)

11.0m

Gross profit (FY, 2018)

8.6m

Gross profit margin (FY, 2018), %

78.8%

Net income (FY, 2018)

864.7k

EBIT (FY, 2018)

529.9k

Cash (30-Sept-2018)

1.4m
GBPFY, 2017FY, 2018

Revenue

8.5m11.0m

Cost of goods sold

2.0m2.3m

Gross profit

6.5m8.6m

Gross profit Margin, %

77%79%
GBPFY, 2014FY, 2015FY, 2016FY, 2017FY, 2018

Cash

749.2k871.5k1.1m2.0m1.4m

Accounts Receivable

397.3k1.7m1.3m1.9m3.0m

Current Assets

1.1m2.5m3.0m4.4m6.0m
GBPFY, 2014

Financial Leverage

2.5 x
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Wealth Dynamix Cybersecurity Score

Cybersecurity ratingPremium dataset

B

82/100

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Wealth Dynamix Online and Social Media Presence

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Wealth Dynamix News and Updates

Wealth Dynamix gana el Premio XCelent Overall en el Informe de Celent de Incorporación de Clientes de Gestión de Riqueza

LONDRES, 21 de mayo de 2020 /PRNewswire/ -- Wealth Dynamix, líder mundial en soluciones para gestión de ciclo de vida del cliente (Client Lifecycle Management, CLM), anunció hoy que ha sido elegido por la empresa de analistas globales Celent como ganador del premio XCelent Overall, por su...

Wealth Dynamix erhält XCelent Overall Award im Rahmen des Celent Wealth Management Client Onboarding Report

LONDON, 21. Mai 2020 /PRNewswire/ -- Wealth Dynamix, ein Weltmarktführer im Bereich Client Lifecycle Management (CLM)-Lösungen, hat den XCelent Overall Award der Analystenfirma Celent für herausragende Leistungen in allen Kategorien erhalten. Die Auszeichnung wurde im Rahmen einer Studie...

Wealth Dynamix torna-se parceira do programa ISV Connect da Microsoft para gerar valor a clientes globais

LONDRES, 4 de fevereiro de 2020 /PRNewswire/ -- A Wealth Dynamix, líder mundial em soluções de gestão de ciclo de vida do cliente (Client Lifecycle Management, CLM), tem a satisfação de anunciar que foi oficializada como parceira do programa Business Applications ISV Connect da Microsoft,...

Wealth Dynamix se convierte en socio ISV Connect de Microsoft con el propósito de impulsar el valor para sus clientes de todo el mundo

LONDRES, 4 de febrero de 2020 /PRNewswire/ -- Wealth Dynamix, un líder global en soluciones de Gestión del Ciclo de vida del Cliente (CLM, por sus siglas en inglés), tiene el placer de anunciar que ha sido reconocido como socio del programa Business Applications ISV Connect de Microsoft,...

Wealth Dynamix wird Microsoft ISV Connect Partner, um für globale Kunden Mehrwert zu schaffen

LONDON, 4. Februar 2020 /PRNewswire/ -- Wealth Dynamix, ein Weltmarktführer bei Client Lifecycle Management-(CLM-)Lösungen, freut sich bekanntzugeben, dass es ab sofort Business Applications ISV Connect Partner von Microsoft ist. Ziel ist die beschleunigte Innovation und höhere...

Wealth Dynamix Becomes Microsoft ISV Connect Partner to Drive Value for Global Customers

LONDON, Feb. 4, 2020 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, is delighted to announce it has been recognised as a Business Applications ISV Connect Partner with Microsoft, in a move to accelerate innovation and value for its global...
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Wealth Dynamix Blogs

Spotlight on… EY

Understand the digital transformation and innovation landscape in wealth management and what this means for the future role of relationship managers. The post Spotlight on… EY appeared first on Wealth Dynamix.

Spotlight on… Indigita

How can wealth management firms use digital tools to reduce cross-border compliance risk and ensure that products are tax efficient for clients? The post Spotlight on… Indigita appeared first on Wealth Dynamix.

Spotlight on… Apiax

How can RegTech help wealth managers stay compliant no matter where they are selling their services? The post Spotlight on… Apiax appeared first on Wealth Dynamix.

How wealth managers can acquire, onboard and engage clients in a digital age

Wealth managers need to rethink how they can attract new prospects, onboard clients and manage those relationships in a digital environment. The post How wealth managers can acquire, onboard and engage clients in a digital age appeared first on Wealth Dynamix.

Major French Private Bank Digitises Onboarding with Wealth Dynamix

One of France’s leading independent private banks will leverage Wealth Dynamix technology to digitise their client onboarding function. The post Major French Private Bank Digitises Onboarding with Wealth Dynamix appeared first on Wealth Dynamix.

Whitepaper: Enhancing the client-adviser relationship with technology

Learn how wealth management firms can enhance the client-adviser relationship at all stages by the intelligent application of technology. The post Whitepaper: Enhancing the client-adviser relationship with technology appeared first on Wealth Dynamix.
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Wealth Dynamix Frequently Asked Questions

  • When was Wealth Dynamix founded?

    Wealth Dynamix was founded in 2012.

  • Who are Wealth Dynamix key executives?

    Wealth Dynamix's key executives are Gary Linieres, Brent Randall and Natalie Levine.

  • How many employees does Wealth Dynamix have?

    Wealth Dynamix has 90 employees.

  • What is Wealth Dynamix revenue?

    Latest Wealth Dynamix annual revenue is £11 m.

  • What is Wealth Dynamix revenue per employee?

    Latest Wealth Dynamix revenue per employee is £121.7 k.

  • Who are Wealth Dynamix competitors?

    Competitors of Wealth Dynamix include LaFinBox, Banky and Demica.

  • Where is Wealth Dynamix headquarters?

    Wealth Dynamix headquarters is located at 141 Curtain Rd, Shoreditch, London.

  • Where are Wealth Dynamix offices?

    Wealth Dynamix has offices in London, Vilnius, Singapore, Genève and in 1 other location.

  • How many offices does Wealth Dynamix have?

    Wealth Dynamix has 6 offices.