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FolioDynamix

Company Name

FolioDynamix

Main Industry

Lending & Brokerage, Finance

Website

www.foliodynamix.com

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 & TitleContact Info
Paul Perseke
Paul Perseke

Chief Executive Officer As Well As Chief Financial Officer

(612) ❅❅❅-❅❅❅❅

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Martin Nibel
Martin Nibel

Controller

(916) ❅❅❅-❅❅❅❅

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Joseph Miskel
Joseph Miskel

Executive VP, Investment Solutions

(201) ❅❅❅-❅❅❅❅

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Jonelle Stenson
Jonelle Stenson

Senior VP, Finance

❅❅❅❅@foliodx.com

(916) ❅❅❅-❅❅❅❅

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Chris Ollendike
Chris Ollendike

Senior VP, Business Development

(917) ❅❅❅-❅❅❅❅

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Jerome Hill
Jerome Hill

Senior VP, Business Development

(817) ❅❅❅-❅❅❅❅

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John Larson
John Larson

Senior VP, Business Development

(978) ❅❅❅-❅❅❅❅

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Thomas McCutcheon
Thomas McCutcheon

Vice President

❅❅❅❅@foliodx.com

(201) ❅❅❅-❅❅❅❅

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Christine Rogers
Christine Rogers

Senior VP, Client Operations

(412) ❅❅❅-❅❅❅❅

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J.D. Fullerton
J.D. Fullerton

Vice President, Operations

(253) ❅❅❅-❅❅❅❅

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Colleen DiFranco
Colleen DiFranco

Head Senior VP, Platform Delivery

(216) ❅❅❅-❅❅❅❅

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Joseph Woods
Joseph Woods

Director, Adoption & Growth

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Paul Geberovich
Paul Geberovich

Design & Development Director, Platform

❅❅❅❅@foliodx.com

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Recently Updated Team Members

Name & TitleContact Info
Jerome Hill
Jerome Hill

Senior VP, Business Development

(817) ❅❅❅-❅❅❅❅

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Swapna Duggimpudi
Swapna Duggimpudi

Production Support System Administrator

(201) ❅❅❅-❅❅❅❅

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FolioDynamix Product Offerings

TechnologyWebsite UsingMarket Share
FolioDynamix Wealth Management

FolioDynamix Wealth Management

2

<0.01%

Focused eCommerce

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

ParameterSample EmailPercentage

FolioDynamix Top Competitors

CompanyEmployeesRevenueTop technologies
Docupace

Docupace

134$15.8 M
Avaloq

Avaloq

2,000$383 M
Vestmark

Vestmark

400$84 M
SigFig

SigFig

188$96.9 M
InvestEdge

InvestEdge

111$21.1 M

What is FolioDynamix revenue?

FolioDynamix revenue is $65.1 M

How many employees does FolioDynamix have?

FolioDynamix has 295 employees

Where is FolioDynamix headquarters located?

FolioDynamix headquarters are located in 1 Harmon Plz, Fl 6, Secaucus, New Jersey, 07094, United States

What are FolioDynamix’s primary industries?

FolioDynamix’s main industries are: Finance, Lending & Brokerage

What are FolioDynamix’s key products?

FolioDynamix’s key products are: FolioDynamix Wealth Management, Focused eCommerce

What are some additional names or alternative spellings that users use while searching for FolioDynamix?

FolioDynamix appears in search results as FOLIODYNAMIX, Folio Dynamics Inc., FolioDynamix , Inc.foliodynamix.com, FolioDynamix Inc...See More