FolioDynamix
2007
FOUNDED
M&A
STATUS
101-200
EMPLOYEES
M&A
LATEST DEAL TYPE
7
FINANCING ROUNDS
4
INVESTMENTS
Description
Developer of a cloud based wealth management platform. The company's cloud based wealth management platform provides on-demand technology and product services include managing assets, customized equity, fixed income and alternative asset portfolios and stock market trading, enabling businesses, individuals and families to manage their wealth and assets.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Office
- One Harmon Plaza
- 6th Floor
- Secaucus, NJ 07094
- United States
FolioDynamix Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookFolioDynamix Competitors (26)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Envestnet | Formerly VC-backed | Chicago, IL | 0000 | 00000 | 00000000 | 00000 |
| 0000000 00000 0000 | Corporate Backed or Acquired | Burlington, MA | 000 | 000000&0 | ||
| 0000000000 0000000 | Corporation | Luxembourg, Luxembourg | 0000 | 000000000 | ||
| 000 00000000000 | Formerly VC-backed | Oaks Village, PA | 0000 | 000.00 | 000000000000 | 000.00 |
| 0000000000 0000000 | Private Equity-Backed | Pittsburgh, PA | 000 | 000000000000 |
FolioDynamix Acquisitions (4)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000 0000000 000 | 02-Nov-2016 | 000000000000000000 | IT Consulting and Outsourcing | 000000 0000 | |
| 000000000000 | 01-Apr-2014 | 000000000000000000 | Other Financial Services | 000000 0000 | |
| 000000 00000000 (0 | 05-Feb-2013 | 000000000000000000 | Specialized Finance | 000000 0000 | |
| FDx Advisors | 11-Aug-2008 | Merger/Acquisition | Consulting Services (B2B) | 000000 0000 |
FolioDynamix Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| 000 00000000 | Consulting Services (B2B) | Sacramento, CA | 0000 |
FolioDynamix Former Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookFolioDynamix Executive Team (9)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Mark Davis | Chief Technology Officer | ||
| Jonelle Stenson | Senior Vice President, Finance |
7 Former Executives
You’re viewing 2 of 9 executives. Get the full list »FolioDynamix Board Members (8)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 0000 000000 | Self | Board Member | 000 0000 | |
| 000000 0000000 | Self | Board Member | 000 0000 |
6 Former Board Members
You’re viewing 2 of 8 board members. Get the full list »