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FolioDynamix logo

FolioDynamix

Recent Financing

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.

Founded 2007
New Jersey, United States
501-1K
Private
foliodynamix.com

Highlights

Focus Areas

Finance
Financial Services
FinTech
Wealth Management

Recent Investors

C
ABS Capital Partners logo
Velocity Financial Group logo
Edison Partners logo
Wellington Financial logo

Financials

$20M

Total Raised

2

Funding rounds

5

Investors