FolioDynamix
Recent Finacing
Debt
Recent Raise
$4M
FolioDynamix is a web-based wealth management technology provider offering modular FDx wealth-servicing and FDx Advisor platforms to wealth firms and investment advisors for unified managed-account and household lifecycle management.
Highlights
Focus Areas
Finance
Financial Services
FinTech
Wealth Management
Recent Investors
Financials
$20M
Total Raised
2
Funding rounds
5
Investors