Company Information

Get to know Wealth Dynamix

Founded in 2012, Wealth Dynamix is a global leader in providing Client Lifecycle Management (CLM) solutions to the world's leading private banks, wealth managers, and asset managers. Their flagship platform, WDX1, is a fully integrated, end-to-end digital solution designed to manage the entire client lifecycle, from initial prospecting and onboarding to ongoing relationship management and regulatory compliance. The company's mission is to help financial institutions enhance client experience, improve operational efficiency, and ensure adherence to complex regulatory requirements through digital transformation.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service
Financial Wealth Management

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Wealth Dynamix

United Kingdom

Founded in

9월 2012 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.