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FolioDynamix

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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Financial Software
Parent Company
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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FolioDynamix 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
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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
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FolioDynamix Subsidiaries (1)

Company Name Industry Location Founded
000 00000000 Consulting Services (B2B) Sacramento, CA 0000
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FolioDynamix Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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FolioDynamix Executive Team (9)

Name Title Board
Seat
Contact
Info
Mark Davis Chief Technology Officer
Jonelle Stenson Senior Vice President, Finance

7 Former Executives

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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

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