FolioDynamix Overview

  • Founded
  • 2007
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 63
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

Website
www.foliodynamix.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Financial Software
Acquirer
Envestnet
Primary 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-
Asset Management
Secaucus, NJ
63 As of 2014
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00000 0000000000
Chicago, IL
0000 As of 0000
00000
0.000 0000-00-00
000000000 00000

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000000000 00000000
Burlington, MA
0000 As of 0000
0.00 0000-00-00
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FolioDynamix Competitors (28)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Envestnet Formerly VC-backed Chicago, IL 0000 00000 000000000 00000
0000000 00000 0000 Corporate Backed or Acquired Burlington, MA 0000 000000&0
000 00000000000 Formerly VC-backed Oaks Village, PA 0000 000.00 000000000000 000.00
0000000 00000000 Private Equity-Backed Walnut Creek, CA 0 000000000000
000000 (00000 0000 Venture Capital-Backed West Palm Beach, FL 00 000.00 00000000000 000.00
You’re viewing 5 of 28 competitors. Get the full list »

FolioDynamix Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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
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
To view FolioDynamix’s complete acquisitions history, request access »