What departments does Wealth Dynamix have?

Wealth Dynamix has employees across 16 departments including Human Resources, Sales, Entrepreneurship, Operations, Product Management.

What is the largest department at Wealth Dynamix?

The largest department at Wealth Dynamix is Engineering with 6 employees.

Where are Wealth Dynamix employees located globally?

Wealth Dynamix has employees across 4 continents and 8 countries including Singapore, United Kingdom Of Great Britain And Northern Ireland, France, Switzerland, Lithuania.

How has Wealth Dynamix's team size changed over time?

Wealth Dynamix's team has decreased from approximately 198 to 144 employees based on available data.

Wealth Dynamix Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Wealth Dynamix is a financial services company focused on wealth management technology. It develops a modular Client Lifecycle Management (CLM) platform that enables wealth management firms and private banks to prospect, onboard, manage clients, and support wealth transfers across the client lifecycle. Established in 2012, the company is now part of Indosuez Wealth Management within the Crédit Agricole Group, providing scale and stability, and operates globally from its UK headquarters with offices in France, Switzerland, Singapore and Lithuania. The firm serves a range of clients from boutique investment managers to global wealth managers and can integrate with existing technology architectures or develop new ones. In recent years, Wealth Dynamix has expanded its footprint and partnerships, including a 2024 US and Middle East office expansion, a 2025 collaboration with Groupe Premium to enter the French market, a 2025 AI/ML partnership with COMPU-J, and the appointment of Romain Jérome as chief executive officer in November 2025.

Wealth Dynamix Global Highlights

Europe
160

United Kingdom Of Great Britain And Northern Ireland
135
Lithuania
10
France
8
Switzerland
6
Luxembourg
1

Asia
6

Singapore
6

North America
1

United States Of America
1

Oceania
1

Australia
1

Wealth Dynamix's Leadership

G. L.
Ceo & Co-Founder
Mobile Phone
Email
M. L.
Chief People Officer
Mobile Phone
Email
L. S.
Chief Sales Officer
Mobile Phone
Email
R. R.
Chief Strategy Officer | Board Member
Mobile Phone
Email
N. L.
Chief Operating Officer
Mobile Phone
Email
D. S.
Chief Product Officer
Mobile Phone
Email
R. J.
Chief Executive Office
Mobile Phone
Email
A. A.
Head Of Talent Acquisition
Mobile Phone
Email

Wealth Dynamix Employee Metrics

100%

50%

0%

2026

2025

Engineering
Consultant
Analytics
Program & Project Management
Sales
Other
Customer Success
Banking
Finance
Product Management
Information Technology

Contact profiles from Wealth Dynamix

Name

Title

Contact Info

Location

Last Update

M. L.
Chief People Officer
Mobile Phone
Email
United KingdomEngland
Jul 02, 2026
L. S.
Chief Sales Officer
Mobile Phone
Email
SwitzerlandGeneva
Apr 14, 2026
R. R.
Chief Strategy Officer | Board Member
Mobile Phone
Email
United KingdomEngland
Jul 24, 2026
G. L.
Ceo & Co-Founder
Mobile Phone
Email
United KingdomEngland
Jul 02, 2026
N. L.
Chief Operating Officer
Mobile Phone
Email
United Kingdom
Jul 18, 2026
D. S.
Chief Product Officer
Mobile Phone
Email
United KingdomEngland
Jul 15, 2026
A. A.
Head Of Talent Acquisition
Mobile Phone
Email
United KingdomEngland
Jun 07, 2026
R. J.
Chief Executive Office
Mobile Phone
Email
FranceÎle-de-France
Jul 15, 2026
J. H.
Head Of Clmi Architecture
Mobile Phone
Email
United KingdomEngland
Jul 23, 2026
A. C.
Head Of Strategic Client Relationship
Mobile Phone
Email
United KingdomEngland
Apr 16, 2026

Frequently Asked Questions

What is Wealth Dynamix known for?

Wealth Dynamix was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at

+44-20-3725-****

. Explore Wealth Dynamix's company overview page for more information.

What is Wealth Dynamix's most common email format?

Wealth Dynamix employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Dynamix email formats with LeadIQ.

How many employees does Wealth Dynamix have currently?

Wealth Dynamix has approximately 162 employees as of July 2026. These team members are located across 4 continents, including EuropeAsiaNorth America.

Who are Wealth Dynamix's key employees and leadership?

As of July 2026, Wealth Dynamix's key employees include:

Ceo & Co-Founder: G. L.
Chief People Officer: M. L.
Chief Sales Officer: L. S.
Chief Strategy Officer | Board Member: R. R.
Chief Operating Officer: N. L.

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Wealth Dynamix Employee Directory

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