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
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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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- Legal Name Wealth Dynamics Limited
- Date of Incorporation 03 Jan, 2012
- Jurisdiction LONDON
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Annual Revenue
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Net Profit
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
122
as on Sep 30, 2022
- Acquired by
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Products & Services of Wealth Dynamix
Wealth Dynamix offers a comprehensive portfolio of products and services, including CLMi, WDX1, and Consultancy Services.
SaaS platform for client lifecycle management in wealth firms
Platform for client management and onboarding processes
Expert support for implementing CRM and digital solutions
People of Wealth Dynamix
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Funding Insights of Wealth Dynamix
Detailed funding history for Wealth Dynamix
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Investors in Wealth Dynamix
Wealth Dynamix has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CA Indosuez Wealth.
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Provider of wealth management services
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Investor details for Wealth Dynamix
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Investments & Acquisitions by Wealth Dynamix
Investment portfolio details for Wealth Dynamix
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Financial Statements - Wealth Dynamix
Detailed financials for Wealth Dynamix
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Wealth Dynamix Comparisons
Peer comparison for Wealth Dynamix
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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.
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Client communication solutions are delivered for capital markets stakeholders.
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Wealth management solutions via AI decisioning and automation are provided.
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CRM solutions for wealth managers
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Wealth management CRM software for financial advisors is provided.
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AI-driven data analytics are provided for wealth and asset managers.
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Salesforce consulting and data solutions for financial services are provided.
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Detailed competitors of Wealth Dynamix
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Latest news on Wealth Dynamix
Complete news archive for Wealth Dynamix
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Frequently Asked Questions about Wealth Dynamix
Wealth Dynamix was founded in 2012.
Wealth Dynamix is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
As of Sep 30, 2022, the latest employee count at Wealth Dynamix is 122.
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.
Wealth Dynamix's top competitors include PureFacts, Computershare and Pegasystems.
Wealth Dynamix offers CLMi, WDX1, and Consultancy Services.
Wealth Dynamix has 1 investor. Key investors include CA Indosuez Wealth.