Wealth Dynamix Revenue and Competitors

London, UK

Location

N/A

Total Funding

Estimated Revenue & Valuation

  • Wealth Dynamix's estimated annual revenue is currently $25.2M per year.(i)
  • Wealth Dynamix's estimated revenue per employee is $159,500

Employee Data

  • Wealth Dynamix has 158 Employees.(i)
  • Wealth Dynamix grew their employee count by 3% last year.

Wealth Dynamix's People

NameTitleEmail/Phone
1
Head AsiaReveal Email/Phone
2
Head Strategic Client RelationshipReveal Email/Phone
3
Head Strategic Client RelationshipReveal Email/Phone
4
Head Technical ImplementationsReveal Email/Phone
5
Head Asset ManagementReveal Email/Phone
6
Head DevelopmentReveal Email/Phone
7
Head Production ServicesReveal Email/Phone
8
Head Innovation DevelopmentReveal Email/Phone
9
Head MarketingReveal Email/Phone
10
Head Talent AcquisitionReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$8.2M630%N/AN/A
#2
$3.8M33-33%N/AN/A
#3
$293.3M1445-12%N/AN/A
#4
$1.7M19-17%N/AN/A
#5
$13.1M90-11%N/AN/A
#6
$6.7M5138%N/AN/A
#7
$14.1M973%N/AN/A
#8
$5.1M4447%N/AN/A
#9
$16.7M115-78%N/AN/A
#10
$23.3M14626%N/AN/A
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What Is Wealth Dynamix?

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

keywords:N/A

N/A

Total Funding

158

Number of Employees

$25.2M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Wealth Dynamix News

2022-04-20 - Mirabaud begins digital transformation with Wealth Dynamix ...

Gary Linieres, CEO and Co-founder of Wealth Dynamix commented: “We are absolutely thrilled to be working with Mirabaud, one of the longest...

2022-04-20 - Mirabaud Selects Temenos and Wealth Dynamix for Wealth Management Services

... launched a digital transformation program and selected SIX-listed Temenos and Wealth Dynamix for its bespoke wealth management services.

2022-04-20 - Mirabaud Launches Digital Transformation Programme And ...

Starting in Spring of 2022, Temenos (SIX: TEMN) and Wealth Dynamix will be supporting Mirabaud's move from traditional on-premise systems to deliver a digital...

2019-05-06 - 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 Funding
#1
$20.9M15848%N/A
#2
$27.8M1587%N/A
#3
$56.1M15820%N/A
#4
$46.9M1585%N/A
#5
$46.9M1587%N/A