About FolioDynamix
FolioDynamix is a company based in New York (United States) founded in 2007 was acquired by Envestnet in January 2018. FolioDynamix has raised $16 million across 3 funding rounds from investors including Envestnet, Actua and Wellington Financial. FolioDynamix has completed 2 acquisitions, including Access Partners and Summit Advisor Solutions. FolioDynamix operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter New York, United States
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Sectors
Technology
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$16 M (USD)
in 3 rounds
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Latest Funding Round
$4 M (USD), Debt – Venture
May 15, 2012
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Investors
Envestnet
& 5 more
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Employee Count
Not available
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Investments & Acquisitions
Access Partners
& 1 more
- Acquired by
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Funding Insights of FolioDynamix
FolioDynamix has successfully raised a total of $16M across 3 strategic funding rounds. The most recent funding activity was a Debt – Venture round of $4 million completed in May 2012. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in FolioDynamix
FolioDynamix has secured backing from 6 investors, including venture fund and institutional investors. Prominent investors backing the company include Envestnet, Actua and Wellington Financial.
| Investor | Description | Founded Year | Domain | Location |
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Tech-focused Venture debt provider investing primarily in the US and Canada
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Provider of a growth equity firm for adaptive and personalized plans
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Locked | Locked | Locked |
Investor details for FolioDynamix
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Investments & Acquisitions by FolioDynamix
FolioDynamix has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Access Partners and Summit Advisor Solutions.
Investment portfolio details for FolioDynamix
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Access Partners is recognized as an independent financial advisory firm in the Nordic region.
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Financial advisory services are provided to clients nationwide.
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Locked | Locked | 2001 | Locked |
Complete acquisition details for FolioDynamix
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Financial Statements - FolioDynamix
Detailed financials for FolioDynamix
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- Profit trends
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Foliodynamix Comparisons
Peer comparison for FolioDynamix
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Competitors of FolioDynamix
FolioDynamix operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of FolioDynamix
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Latest news on Foliodynamix
Complete news archive for FolioDynamix
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Frequently Asked Questions about FolioDynamix
FolioDynamix was founded in 2007 and raised its 1st funding round 3 years after it was founded.
FolioDynamix is headquartered in New York, United States. It is registered at New York, New York, United States.
FolioDynamix is a funded company, having raised a total of $16M across 3 funding rounds to date.
FolioDynamix was founded in 2007 in New York, United States, and operates within the wealth management technology sector. Web-based platforms and institutional investment research are supplied to broker-dealers, bank trusts, registered investment advisors, custodians, and service providers. These tools support advisor retention, program competitiveness, client acquisition, and account visibility. Operational efficiency, compliance, and client service are facilitated through the platforms features.
FolioDynamix has made 2 acquisitions, including Access Partners, and Summit Advisor Solutions.
FolioDynamix has 6 investors. Key investors include Envestnet, Actua, Wellington Financial, ABS Capital, and Edison Partners.