FolioDynamix Garners $16,000,000 New Funding

  • Feed Type
  • Date
  • Company Name
  • Mailing Address
    52 Vanderbilt Ave. 18th Floor New York, NY 10017
  • Company Description
    FolioDynamix is an established leader in the fast growing managed account industry providing innovative and industry leading solutions to support Unified Managed Accounts (UMA), Unified Managed Households (UMH), Separately Managed Accounts (SMA), Mutual Fund Advisory (MFA), Rep-As-Manager, and Fee-based Rep-As-Advisor programs.
  • Website
  • Transaction Type
    Venture Equity
  • Transaction Amount
  • Transaction Round
  • Proceeds Purposes
    FolioDynamix will use the funds to extend the breadth of their technology platform and invest in sales and marketing, allowing them to continue to capitalize on their position as a sophisticated solution for wealth management sponsor firms of all sizes and their affiliated financial advisors.
  • M&A Terms
  • Venture Investor
    ABS Capital Partners
  • Venture Investor
    ABS Capital Partners
  • Venture Investor

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