FolioDynamix Overview
- Founded
- 2007

- Status
- Acquired/Merged
- Employees
- 110

- 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
- One Harmon Plaza
- 6th Floor
- Secaucus, NJ 07094
- United States
FolioDynamix Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialFolioDynamix Comparisons
Industry
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Request a free trialFolioDynamix Competitors (29)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Charles River Systems | Corporate Backed or Acquired | Burlington, MA | 0000 | 000000&0 | ||
000000000 | Formerly VC-backed | Chicago, IL | 0000 | 00000 | 000000000 | 00000 |
00000000 | Venture Capital-Backed | Denver, CO | 0 | 00000 | 000000000 | 00000 |
000000 00000000 00 | Venture Capital-Backed | West Palm Beach, FL | 00 | 000.00 | 00000000000 | 000.00 |
00000000000 | Private Equity-Backed | West Hollywood, CA | 0000 | 00000 | 000000000000 | 00000 |
FolioDynamix Signals
Growth Rate

Growth

Size Multiple


Key Data Points
Twitter Followers
5.5k

Similarweb Unique Visitors
15.0K

Majestic Referring Domains
314

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Request a free trialFolioDynamix Former Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Request a free trialFolioDynamix Acquisitions (4)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000000 000000 | 02-Nov-2016 | 0000000000 | IT Consulting and Outsourcing | 000000 00 | |
000000000000 | 01-Apr-2014 | 0000000000 | Other Financial Services | 000000 00 | |
000000 000000 | 05-Feb-2013 | 0000000000 | Specialized Finance | 000000 00 | |
FDx Advisors | 11-Aug-2008 | Merger/Acquisition | Consulting Services (B2B) | 000000 00 |