Wealth Dynamix Competitors, Revenue, Alternatives and Pricing

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Total Funding:N/A
Industry:Tech Services
Lead Investor(s):N/A

Industry Ranking

Estimated Revenue & Financials

  • Wealth Dynamix's estimated annual revenue is currently $15.7M per year.
  • Wealth Dynamix's estimated revenue per employee is $145,000

Employee Data

  • Wealth Dynamix has 108 Employees.
  • Wealth Dynamix grew their employee count by 29% last year.
  • Wealth Dynamix currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingOnline ReviewPricing
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Wealth Dynamix is a multi-award winning financial technology provider, underpinned by deep domain expertise. We specialize in the provision of cutting edge Client Lifecycle Management to the world's leading private banks and wealth management firms. Our solution addresses the key industry challenges presented by the complex requirements of Client Lifecycle Management and the orchestration of key activities. These include client acquisition, onboarding, regulatory compliance, relationship management, client servicing, business intelligence and digital portals (client and advisor). Leveraging Microsoft's industry leading Dynamics 365 platform, our solution helps clients effect strategic digital transformation programs, assists them in better managing and servicing their clients as well as satisfying evolving regulatory requirements. Key features: - Client Acquisition - Digital Onboarding - CRM - Business Intelligence - Digital Engagement



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Wealth Dynamix News

27/08/2019 - Malaysia's Wealth Management Market: Time to Boost and ...

Hubbis assemble an impressive array of private banking, wealth and ... Jersey Finance, Leonteq Securities, Wealth Dynamix, ERI Banking ...

24/06/2019 - Wealth Dynamix enhances WDX1 platform

Wealth Dynamix has launched a new version of its Client Lifecycle Management solution, WDX1 in response to a demanding regulatory ...

05/06/2019 - Step by Step, Wealth Dynamix Rolls out its Client Lifecycle ...

Wealth Dynamix (WDX) is only just over seven years old, but since its creation in London in 2012 has been helping banks and wealth ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal FundingOnline ReviewPricing

Wealth Dynamix Executive Hires

2018-10-18Kevin Jenningssupport the North American expansionArticle