About FolioDynamix
FolioDynamix is a Technology company based in New York (United States) founded in 2007, and was acquired by Envestnet in January 2018. Wealth management technology and research are provided to financial firms. 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. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Addepar, Altruist and InvestCloud; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Website foliodynamix.com
- Social LinkedIn X
- Acquired by Envestnet (Jan 2018)
- Total Equity Funding$16M (USD)
in 3 rounds
- Latest Funding Round$4M (USD), Debt – Venture
May 2012
- InvestorsEnvestnet
& 5 more
- Investments & AcquisitionsAccess Partners
& 1 more
- Acquired by
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 $16M
- Total Rounds 3
- Last Round Debt – Venture — $4M
- First Round $2.5M
(Feb 2010)
- Investors Count 4
All 3 funding rounds of FolioDynamix with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May 2012 | $4M | Debt – Venture | – | – | |
| Dec 2010 | $16M | Series B | – | ABS Capital | |
| Feb 2010 | $2.5M | Debt – Venture | – | – |
6 investors in total: 6 institutional.
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 |
|---|---|---|---|---|
Tech-focused Venture debt provider investing primarily in the US and Canada | 2000 | wellingtonfund.com | Toronto, Canada | |
| abscapital.com | ||||
Provider of a growth equity firm for adaptive and personalized plans | edisonpartners.com | Princeton, United States | ||
| velocityfg.com | ||||
Cloud solutions provided to insurance, public sector, and compliance industries. | 1996 | actua.com | Radnor, United States | |
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States |
Investor details for FolioDynamix
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial advisory services are provided to clients nationwide. | summitadvisorsolutions.com | Dallas, United States | 2001 | Nov 2016 | •••• | |
Access Partners is recognized as an independent financial advisory firm in the Nordic region. | accesspartners.com | Stockholm, Sweden | 2006 | Feb 2013 | •••• |
Complete acquisition details for FolioDynamix
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of FolioDynamix
7 dated milestones of FolioDynamix across 11 years, from founding to its latest funding, stage changes and deals.
- Founded FolioDynamix is founded.
- Funding First funding round of $2.5M.
- Funding Latest funding round, Debt – Venture, of $4.0M.
- Acquisition Acquires Access Partners.
- Exit Acquired by Actua.
- Acquisition Acquires Summit Advisor Solutions.
- Exit Acquired by Envestnet.
Competitors of FolioDynamix
FolioDynamix has 3 listed competitors in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed competitors of FolioDynamix
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
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Web traffic of FolioDynamix
Websites that share an audience with FolioDynamix (foliodynamix.com).
Websites whose visitors overlap most with FolioDynamix. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| cambridgeassociates.com | 100% | 111.7K | #558,708 | View details | |
| oppenheimerfunds.com | 100% | 1.8K | #9,134,411 | View details | |
brockhousecooper.com | brockhousecooper.com | 100% | – | ||
divinvest.com | divinvest.com | 100% | #381,827 | – | |
| gpif.go.jp | 100% | #566,659 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 25 similar websites and full traffic analytics for FolioDynamix
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 25 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as FolioDynamix (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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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. The company's 1st funding round was a Debt – Venture of $2.5M, raised on Feb 2010.
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's top competitors include Addepar, Altruist and InvestCloud.
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.
Yes. FolioDynamix was acquired by Envestnet in January 2018.