FolioDynamix offers a complete enterprise wealth management technology platform on which wealth management firms can support the entire fee-based advisory lifecycle - from proposal generation to trading and rebalancing to performance reporting and go...Show all
Phone: 212-799-5890
One Harmon Plaza
6th Floor
Secaucus, 07094
New Jersey, United States
Date | Company | Round | Amount | Co-investors |
---|---|---|---|---|
2016-11-03 | Summit Advisor Solutions | Acquired | ||
2014-04-01 | GlobalBridge | Acquired | ||
2013-02-07 | Access Partners | Acquired |