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FolioDynamix - Crunchbase Company Profile & Funding
- https://www.crunchbase.com/organization/foliodynamix
- Aug 11, 2008 · Headquarters Regions Greater New York Area, East Coast, Northeastern US. Founded Date 2007. Founders Aaron Schumm, Joseph Mrak. Operating Status Active. Last Funding Type Debt Financing. Company Type For Profit. Contact Email [email protected]. Phone Number 212-812-5066. FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and ...Founded: 2007
FolioDynamix LinkedIn
- https://www.linkedin.com/company/foliodynamix
- FolioDynamix 1,637 followers on LinkedIn. As a leader in advisory services, we deliver an end-to-end technology solution paired with a suite of advisory tools including model portfolios ...Founded: 2007
FolioDynamix Jobs, Reviews & Salaries - Hired
- https://hired.com/company/foliodynamix
- Headquarters address. 1 Harmon Plaza, Secaucus, NJ 07094, USA. FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. Through our powerful technology platform, advisors can ...
Contact - Actua
- http://www.actua.com/contact/
- FOLIODYNAMIX: FolioDynamix Global Headquarters One Harmon Plaza 6th Floor Secaucus, NJ 07094 T 888 526 6300. FolioDynamix California 2399 Gateway Oaks Drive Suite 200 Sacramento, CA 95833 T 1 888 526 6300
FolioDynamix Inc - Company Profile and News - Bloomberg ...
- https://www.bloomberg.com/profile/company/2947782Z:US
- FolioDynamix Inc. FolioDynamix, Inc. develops and publishes a wealth management technology platform. The Company offers a platform for wealth managers to manage the full wealth management life ...Leader: Steve Dunlap, Joseph Mrak
FolioDynamix Company Profile: Acquisition & Investors ...
- https://pitchbook.com/profiles/company/51413-86
- FolioDynamix General Information Description. Developer of a cloud based wealth management platform. The company's cloud based wealth management platform provides on-demand technology and product services include managing assets, customized equity, fixed income and alternative asset portfolios and stock market trading, enabling businesses, individuals and families to manage their …
Envestnet Completes Acquisition of FolioDynamix Envestnet
- https://www.envestnet.com/press/envestnet-completes-acquisition-foliodynamix
- Chicago, IL – January 2, 2018 – Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp.The acquisition was first announced on September 25, 2017. “We are pleased to welcome FolioDynamix and their clients and partners to Envestnet,” said Jud ...
Envestnet to Acquire FolioDynamix Envestnet
- https://www.envestnet.com/press/envestnet-acquire-foliodynamix
- Envestnet will acquire FolioDynamix in a cash transaction for $195 million, subject to certain closing adjustments. As part of the transaction, Envestnet expects to acquire tax benefits valued at approximately $10 million. The transaction will be funded by a combination of cash on Envestnet’s balance sheet and borrowings under its revolving ...
Competing in the Next Generation of Managed Accounts ...
- http://www.blog.emoneyadvisor.com/wp-content/uploads/2015/05/FolioDynamix-Breakout-Mrak.pdf
- Headquarters · Secaucus, NJ Founded · 2007 Key Highlights Locations FolioDynamix Overview • SaaS based Financial Technology focused business with full TAMP Services bundled or unbundled • 215+ Firms using our services • Focus on RIAs, Broker Dealers, Banks, and ...
Envestnet Buying FolioDynamix: TAMP Landscape Shifting ...
- https://www.thewealthadvisor.com/article/envestnet-buying-foliodynamix-tamp-landscape-shifting
- Sep 25, 2017 · Envestnet Buying FolioDynamix: TAMP Landscape Shifting. $195 million acquisition sets the terms of engagement for future consolidation. Scale is everything and the focus of value shifts from traditional AUM-linked revenue. Envestnet raised eyebrows throughout the industry this afternoon by announcing that it’s buying end-to-end wealth ...
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