Wealth Dynamix
Financial Services • 
London, England, United Kingdom • 101-200 Employees
Company overview
| Headquarters | Broadwalk House, 5 Appold Street, London, Shoreditch EC2A 2DA, GB |
| Phone number | +442037257549 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Digital Transformation, Business Intelligence, Client Management, Wealth Management, Private Banking, Digital Engagement, Compliance, Client Service, Onboarding, CRM, Investment Management, Client Acquisition, Regtech, CLM, Wealthtech, Digital Onboarding, Client Lifecycle Management |
| Founded | 2012 |
| Employees | 101-200 |
| Socials |
Key Contacts at Wealth Dynamix
Wealth Dynamix Email Formats
Wealth Dynamix uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@wealth-dynamix.com), used 80.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@wealth-dynamix.com | 80.7% |
{first initial}.{last name} | j.doe@wealth-dynamix.com | 19.3% |
About Wealth Dynamix
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service. We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation. We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business. Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
Wealth Dynamix revenue & valuation
| Annual revenue | $18,200,000 |
| Revenue per employee | $118,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $58,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Wealth Dynamix has 110 employees across 14 departments.
Departments
Number of employees
Funding Data
Wealth Dynamix has never raised funding before.
Wealth Dynamix Tech Stack
Discover the technologies and tools that power Wealth Dynamix's digital infrastructure, from frameworks to analytics platforms.
Security
Widgets
Caching
JavaScript libraries
JavaScript libraries
Page builders
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Programming languages
Blogs
United States
Australia
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CanadaFrequently asked questions
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