Basic info
Industry
wellness and fitness services
Sectors
Wealth Management
full wealth management lifecycle
investment portfolio management
bank trust and RIA solutions
Finance
fee-based advisory services
wealth management platform
unified managed account programs
brokerage
Financial Services
FinTech
trading and rebalancing
wealth management technology
Date founded
2018
Funding rounds raised
Total raised
$16M
from 4 investors over 4 rounds
F
FolioDynamix raised $4M on May 15, 2012
Investors: Wellington Financial LP
F
FolioDynamix raised $16M on December 21, 2010
Investors: ABS Capital Partners and Edison Partners
F
FolioDynamix raised $7.5M on August 8, 2008
Investors: Edison Partners