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.
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