FolioDynamix is a startup based in the United States, most recent round Acquired.
Based in the United States, FolioDynamix is a startup. FolioDynamix has been acquired.
FolioDynamix provides a cloud-based investment and portfolio management platform for wealth managers, registered investment advisors, and financial intermediaries, offering portfolio accounting, rebalancing, reporting and client portal capabilities.
Funding rounds, investor list, risk signals, and comparable startups, all gated to subscribers.