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Contact Information
Headquarters
1 Harmon Plz, Fl 6, Secaucus, New Jersey, 07094, United States
(201) 605-1876
Sacramento, California Office
2399 Gateway Oaks Dr, Ste 200, Sacramento, California, 95833, United States
(888) 526-6300
Evansville, Indiana Office
25 NW Riverside Dr, Ste 202, Evansville, Indiana, 47708, United States
FolioDynamix Profile and History
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, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalanc ing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA).
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FOLIODYNAMIX
Folio Dynamics Inc.
FolioDynamix , Inc.
foliodynamix.com
FolioDynamix Inc
Revenue
$65.1 M
Employees
295
Founded
1999
Primary Industries
Funding History
FolioDynamix raised a total of $22.2 M in funding over 3 rounds.
FolioDynamix Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Paul Perseke Chief Executive Officer As Well As Chief Financial Officer |  |
| Visit Profile |
Martin Nibel Controller |
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Joseph Miskel Executive VP, Investment Solutions |
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Jonelle Stenson Senior VP, Finance | |
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Chris Ollendike Senior VP, Business Development | |
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Jerome Hill Senior VP, Business Development | |
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John Larson Senior VP, Business Development |
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Thomas McCutcheon Vice President |
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Christine Rogers Senior VP, Client Operations | |
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J.D. Fullerton Vice President, Operations |
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Colleen DiFranco Head Senior VP, Platform Delivery |
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Joseph Woods Director, Adoption & Growth | | Visit Profile | |
Paul Geberovich Design & Development Director, Platform | |
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Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Jerome Hill Senior VP, Business Development | |
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Swapna Duggimpudi Production Support System Administrator | |
| Visit Profile |
FolioDynamix Product Offerings
| Technology | Website Using | Market Share |
|---|---|---|
 FolioDynamix Wealth Management | 2 | <0.01% |
Focused eCommerce | 6 | 0.01% |
Largest Customers of FolioDynamix Products
More than 2 companies reportedly use FolioDynamix products in their tech and software stacks
FolioDynamix Email Formats
| Parameter | Sample Email | Percentage | |
|---|---|---|---|
| 1 | first.last | John.Smith@foliodx.com | |
| 2 | first + last | JohnSmith@foliodx.com | |
| 3 | first_last | John_Smith@foliodx.com | |
| 4 | first | John@foliodx.com | |
| 5 | last | Smith@foliodx.com |
FolioDynamix Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 Docupace | 134 | $15.8 M | |
 Avaloq | 2,000 | $383 M | |
 Vestmark | 400 | $84 M | |
 SigFig | 188 | $96.9 M | |
 InvestEdge | 111 | $21.1 M |
What is FolioDynamix revenue?
How many employees does FolioDynamix have?
Where is FolioDynamix headquarters located?
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