FolioDynamix Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 110

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 7

  • Investments
  • 4

FolioDynamix General Information

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.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Financial Software
Acquirer
Corporate Office
  • One Harmon Plaza
  • 6th Floor
  • Secaucus, NJ 07094
  • United States

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FolioDynamix Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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FolioDynamix Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a cloud based wealth management platform. The company's cloud based wealth management platform provides on-
Financial Software
Secaucus, NJ
110 As of 2019
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000000000 00000000
New York, NY
00 As of 0000
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000000&0

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000000000 00000000
San Jose, CA
00000 As of 0000
000.00
000000000 00 000.00
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FolioDynamix Competitors (40)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SS&C Innovest Formerly PE-Backed New York, NY 00 000000&0
PayPal Holdings Formerly VC-backed San Jose, CA 00000 000.00 000000000 00 000.00
Temenos Headquarters Formerly PE-Backed Geneva, Switzerland 0000 00000 000000000 00000
Finicity Formerly VC-backed Salt Lake City, UT 000 000.00 000000&0 000.00
Portfolio Management Software Corporation Chandler, AZ
You’re viewing 5 of 40 competitors. Get the full list »

FolioDynamix Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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FolioDynamix Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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FolioDynamix Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Summit Advisor Solutions 02-Nov-2016 0000000000 IT Consulting and Outsourcing 000000 00
GlobalBridge 01-Apr-2014 0000000000 Other Financial Services 000000 00
Access Partners (Evansville) 05-Feb-2013 0000000000 Other Financial Services 000000 00
FDx Advisors 11-Aug-2008 Merger/Acquisition Consulting Services (B2B) 000000 00
To view FolioDynamix’s complete acquisitions history, request access »

FolioDynamix FAQs

  • When was FolioDynamix founded?

    FolioDynamix was founded in 2007.

  • Who is the founder of FolioDynamix?

    Aaron Schumm is the founder of FolioDynamix.

  • Where is FolioDynamix headquartered?

    FolioDynamix is headquartered in Secaucus, NJ.

  • What is the size of FolioDynamix?

    FolioDynamix has 110 total employees.

  • What industry is FolioDynamix in?

    FolioDynamix’s primary industry is Financial Software.

  • Is FolioDynamix a private or public company?

    FolioDynamix is a Private company.

  • What is the current valuation of FolioDynamix?

    The current valuation of FolioDynamix is 00000.

  • What is FolioDynamix’s current revenue?

    The current revenue for FolioDynamix is 000000.

  • How much funding has FolioDynamix raised over time?

    FolioDynamix has raised $32.2M.

  • Who are FolioDynamix’s investors?

    ABS Capital Partners, Actua, Cambrian Ventures, Edison Partners, and Velocity Financial Group are 5 of 6 investors who have invested in FolioDynamix.

  • Who are FolioDynamix’s competitors?

    SS&C Innovest, PayPal Holdings, Temenos Headquarters, Finicity, and Portfolio Management Software are some of the 40 competitors of FolioDynamix.

  • When was FolioDynamix acquired?

    FolioDynamix was acquired on 02-Jan-2018.

  • Who acquired FolioDynamix?

    FolioDynamix was acquired by Envestnet.

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