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Insights

Global Expansion Wealth Dynamix has a presence in multiple countries including the UK, France, Switzerland, Singapore, and Lithuania. This global footprint provides an opportunity to offer their innovative Client Lifecycle Management solutions to a diverse range of wealth management firms worldwide.

Recent Partnerships Through recent partnerships with companies like Flanks, Inc. and REGDATA, Wealth Dynamix is enhancing its capabilities in client relationship and wealth management. These collaborations signal potential joint sales opportunities and expanded market reach for the company.

Industry Recognition Wealth Dynamix has been internationally recognized for its client communications and engagement platform, winning awards such as Best Platform for Client Comms & Engagement at the Global Private Banking Innovation Awards 2023. This accolade can be leveraged as a competitive advantage in sales pitches and client presentations.

Experienced Sales Leadership The appointment of Steve D’Souza as Sales Manager demonstrates Wealth Dynamix's commitment to strengthening its sales team. With experienced sales leadership in place, there is an opportunity to drive sales growth, build strategic partnerships, and expand the company's client base.

Innovative Cloud Solutions Wealth Dynamix recently launched a tokenized Client Lifecycle Management solution in the cloud in partnership with REGDATA. This innovative offering presents a unique selling point for sales representatives to position the company as a forward-thinking and technology-driven solution provider in the wealth management sector.

Similar companies to Wealth Dynamix

Wealth Dynamix Tech Stack

Wealth Dynamix uses 8 technology products and services including Microsoft Dynamics 365, Auth0, Angular, and more. Explore Wealth Dynamix's tech stack below.

  • Microsoft Dynamics 365
    Enterprise Resource Planning
  • Auth0
    Identity Verification
  • Angular
    Javascript Frameworks
  • ClickDimensions
    Marketing Automation
  • RSS
    Miscellaneous
  • HTTP/3
    Miscellaneous
  • HubSpot CRM
    Sales
  • BrightTALK
    Web Conferencing

Media & News

Wealth Dynamix's Email Address Formats

Wealth Dynamix uses at least 1 format(s):
Wealth Dynamix Email FormatsExamplePercentage
First.Last@wealth-dynamix.comJohn.Doe@wealth-dynamix.com
90%
Last@wealth-dynamix.comDoe@wealth-dynamix.com
8%
First.Middle@wealth-dynamix.comJohn.Michael@wealth-dynamix.com
2%

Frequently Asked Questions

Where is Wealth Dynamix's headquarters located?

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Wealth Dynamix's main headquarters is located at Broadwalk House, 5 Appold Street London, Shoreditch EC2A 2DA GB. The company has employees across 5 continents, including EuropeAsiaNorth America.

What is Wealth Dynamix's phone number?

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You can contact Wealth Dynamix's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Dynamix's official website and social media links?

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Wealth Dynamix's official website is wealth-dynamix.com and has social profiles on LinkedIn.

How much revenue does Wealth Dynamix generate?

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As of October 2024, Wealth Dynamix's annual revenue reached $35M.

What is Wealth Dynamix's NAICS code?

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Wealth Dynamix's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Dynamix have currently?

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As of October 2024, Wealth Dynamix has approximately 148 employees across 5 continents, including EuropeAsiaNorth America. Key team members include Chief Product Officer: D. S.Chief Revenue Officer (cro): F. D. L.Chief People Officer: K. C.. Explore Wealth Dynamix's employee directory with LeadIQ.

What industry does Wealth Dynamix belong to?

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Wealth Dynamix operates in the Financial Services industry.

What technology does Wealth Dynamix use?

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Wealth Dynamix's tech stack includes Microsoft Dynamics 365Auth0AngularClickDimensionsRSSHTTP/3HubSpot CRMBrightTALK.

What is Wealth Dynamix's email format?

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Wealth Dynamix's email format typically follows the pattern of . Find more Wealth Dynamix email formats with LeadIQ.

When was Wealth Dynamix founded?

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Wealth Dynamix was founded in 2012.
Wealth Dynamix

Wealth Dynamix

Financial ServicesShoreditch, United Kingdom51-200 Employees

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. 

Section iconCompany Overview

Headquarters
Broadwalk House, 5 Appold Street London, Shoreditch EC2A 2DA GB
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Wealth Dynamix's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Wealth Dynamix's revenue is in the range of $10M$50M

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