Basic info
Industry
wellness and fitness services
Sectors
brokerage
Financial Services
Finance
bank trust and RIA solutions
wealth management technology
unified managed account programs
Wealth Management
full wealth management lifecycle
fee-based advisory services
FinTech
investment portfolio management
trading and rebalancing
wealth management platform
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