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Wealth Dynamix

Wealth Dynamix Employee Directory

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. 

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Wealth Dynamix Global Highlights

Location
Employees

Europe
188

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  • United Kingdom Of Great Britain And Northern Ireland
    157
  • Lithuania
    21
  • France
    5
  • Switzerland
    5

Asia
21

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  • Singapore
    16
  • India
    2
  • Viet Nam
    1
  • Philippines
    1
  • Malaysia
    1

North America
5

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  • United States Of America
    5

Africa
1

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  • Nigeria
    1

Oceania
1

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  • Australia
    1

Wealth Dynamix's Leadership

Wealth Dynamix Employee Metrics

100%
50%
0%
2024
2023
  • Engineering
  • Consultant
  • Analytics
  • Program & Project Management
  • Sales
  • Other
  • Customer Success

Contact profiles from Wealth Dynamix

Name
Title
Contact Info
Location
Last Update

Frequently Asked Questions

What is Wealth Dynamix known for?

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Wealth Dynamix was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in Broadwalk House, 5 Appold Street London, Shoreditch EC2A 2DA GB; you can contact the main corporate office by phone at . Explore Wealth Dynamix's company overview page for more information.

What is Wealth Dynamix's most common email format?

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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?

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Wealth Dynamix has approximately 148 employees as of October 2024. These team members are located across 5 continents, including EuropeAsiaNorth America.

Who are Wealth Dynamix's key employees and leadership?

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As of October 2024, Wealth Dynamix's key employees include:

  • Chief Product Officer: D. S.
  • Chief Revenue Officer (cro): F. D. L.
  • Chief People Officer: K. C.
  • Chief Operating Officer: N. L.
  • Chief Strategy Officer: R. R.

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