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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 governance - across all accounts. As a result, firms can accelerate business growth and realize greater operational efficiency, more active compliance, increased advisor productivity, and improved client service.
Total funding
~$32M
HQ 🇺🇸
Secaucus, United States
Year founded
1999
Status
Acquired
People
John Carey
Chief Operating Officer
Mark Davis
Chief Technology Officer
Bob Mehringer
Executive Vice President
Aaron Schumm
Founder
Joseph Mrak
Chief Executive Officer
Oleg Tishkevich
President
Michael Winkel
President
Mark Herman
Chief Financial Officer
Lisa Von Redden
Chief Operating Officer
Ajay Jadhav
Chief Information Officer
Ron Chavez
Chief Compliance Officer
Jonathan Ferrara
Senior Vice President
Chris Ollendike
Senior Vice President
Jonelle Stenson
Senior Vice President
Investors
Envestnet
Actua Corporation
Wellington Financial
ABS Capital Partners
Cambrian Ventures
Velocity Financial Group
Edison Partners
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