About Wealth Dynamix
Wealth Dynamix is a company based in London (United Kingdom) founded in 2012 was acquired by CA Indosuez Wealth in November 2025.. The company has 122 employees as of September 30, 2022. Wealth Dynamix offers products and services including CLMi, WDX1, and Consultancy Services. Wealth Dynamix operates in a competitive market with competitors including Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, among others.
- Headquarter London, United Kingdom
- Employees 122 as on 30 Sep, 2022
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Wealth Dynamics Limited
- Date of Incorporation 03 Jan, 2012
- Jurisdiction LONDON
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
122
as on Sep 30, 2022
- Acquired by
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Wealth Dynamix
Wealth Dynamix offers a comprehensive portfolio of products and services, including CLMi, WDX1, and Consultancy Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
SaaS platform for client lifecycle management in wealth firms
Platform for client management and onboarding processes
Expert support for implementing CRM and digital solutions
Unlock access to complete
Funding Insights of Wealth Dynamix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Wealth Dynamix
Wealth Dynamix has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CA Indosuez Wealth. 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 |
|---|---|---|---|---|
|
Provider of wealth management services
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Wealth Dynamix
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Wealth Dynamix
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Wealth Dynamix Comparisons
Competitors of Wealth Dynamix
Wealth Dynamix 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 Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, 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 |
Client communication solutions are delivered for capital markets stakeholders.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions via AI decisioning and automation are provided.
|
|
| domain | founded_year | HQ Location |
CRM solutions for wealth managers
|
|
| domain | founded_year | HQ Location |
Wealth management CRM software for financial advisors is provided.
|
|
| domain | founded_year | HQ Location |
AI-driven data analytics are provided for wealth and asset managers.
|
|
| domain | founded_year | HQ Location |
Salesforce consulting and data solutions for financial services are provided.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Wealth Dynamix
Frequently Asked Questions about Wealth Dynamix
When was Wealth Dynamix founded?
Wealth Dynamix was founded in 2012.
Where is Wealth Dynamix located?
Wealth Dynamix is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
How many employees does Wealth Dynamix have?
As of Sep 30, 2022, the latest employee count at Wealth Dynamix is 122.
What does Wealth Dynamix do?
Wealth Dynamix was established in 2012 in London, United Kingdom. Operations focus on the wealth and investment management sector, where client relationship management and business intelligence tools are delivered. Services encompass contact and activity tracking with Outlook Exchange integration, client data repositories, document handling, onboarding workflows, portfolio reviews, interactive dashboards for reporting, and connections to portfolio management, trading, client reporting, telephony, and mobile systems.
Who are the top competitors of Wealth Dynamix?
Wealth Dynamix's top competitors include PureFacts, Computershare and Pegasystems.
What products or services does Wealth Dynamix offer?
Wealth Dynamix offers CLMi, WDX1, and Consultancy Services.
Who are Wealth Dynamix's investors?
Wealth Dynamix has 1 investor. Key investors include CA Indosuez Wealth.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.