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
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Net Profit
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EBITDA
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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
Employee Count
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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.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Debt – Venture — $4.0M
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First Round
First Round
(09 Feb 2010)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2012 | Amount | Debt – Venture - FolioDynamix | Valuation |
investors |
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| Dec, 2010 | Amount | Series B - FolioDynamix | Valuation | ABS Capital | |
| Feb, 2010 | Amount | Debt – Venture - FolioDynamix | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| 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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Founded Year | Domain | Location | |
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Founded Year | Domain | Location | |
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Provider of a growth equity firm for adaptive and personalized plans
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2006 | ||||
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Financial advisory services are provided to clients nationwide.
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2001 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - FolioDynamix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Foliodynamix Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Investment management software is provided for advisors and institutions.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about FolioDynamix
When was FolioDynamix founded?
FolioDynamix was founded in 2007 and raised its 1st funding round 3 years after it was founded.
Where is FolioDynamix located?
FolioDynamix is headquartered in New York, United States. It is registered at New York, New York, United States.
Is FolioDynamix a funded company?
FolioDynamix is a funded company, having raised a total of $16M across 3 funding rounds to date. The company's 1st funding round was a Debt – Venture of $2.5M, raised on Feb 09, 2010.
What does FolioDynamix do?
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.
Who are the top competitors of FolioDynamix?
How many acquisitions has FolioDynamix made?
FolioDynamix has made 2 acquisitions, including Access Partners, and Summit Advisor Solutions.
Who are FolioDynamix's investors?
FolioDynamix has 6 investors. Key investors include Envestnet, Actua, Wellington Financial, ABS Capital, and Edison Partners.
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