Wealth Dynamix

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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.
HQLondon, GB
Employee Ratings5

Latest Updates

Employees (est.) (Feb 2020)108(+3%)
Revenue (FY, 2018)£11 M(+29%)

Key People/Management at Wealth Dynamix

Gary Linieres

Gary Linieres

Chief Executive Officer
Brent Randall

Brent Randall

Chief Operating Officer
Niklas Lindberg

Niklas Lindberg

Chief Revenue Officer
Natalie Levine

Natalie Levine

Chief Technology Officer
Sonia Moore

Sonia Moore

Chief Information Officer
Robert Roome

Robert Roome

Director of Product
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Wealth Dynamix Office Locations

Wealth Dynamix has offices in London, Vilnius, Singapore and Genève
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
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Wealth Dynamix Financials and Metrics

Summary Metrics

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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

Revenue (FY, 2018)


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Financial Leverage

3.1 x
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Wealth Dynamix Online and Social Media Presence

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Wealth Dynamix News and Updates

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 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 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 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...

Global Expansion and Product Innovation Cap Seventh Growth Year in a Row for Wealth Dynamix

LONDON, Nov. 6, 2019 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced its seventh successive year of growth, in which the firm has expanded into new markets, invested in new talent, won major new clients and delivered innovative...

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 Niklas Lindberg.

  • How many employees does Wealth Dynamix have?

    Wealth Dynamix has 108 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 £101.4 k.

  • Who are Wealth Dynamix competitors?

    Competitors of Wealth Dynamix include LaFinBox, MoneyTable and Ginmon.

  • 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 and Genève.

  • How many offices does Wealth Dynamix have?

    Wealth Dynamix has 5 offices.