Founded in 2007, FolioDynamix provided an end-to-end, cloud-based technology solution for wealth management. Its platform integrated portfolio management, trading, reporting, and advisory services to streamline workflows for broker-dealers, banks, and registered investment advisors (RIAs). The company aimed to offer a single, comprehensive platform that covered the entire client lifecycle from proposal generation to performance reporting. In September 2017, it was announced that FolioDynamix would be acquired by Envestnet, a leading provider of intelligent systems for wealth management. The acquisition was completed, and FolioDynamix's technology, services, and team have since been fully integrated into the broader Envestnet wealth management platform.

Founded in

United States