Wealth Dynamix
Wealth Dynamix is a provider of Client Lifecycle Management technology for the wealth and asset management industries. They offer solutions for client onboarding, relationship management, and compliance for private banks and wealth management firms.
- Digital Onboarding
- Consultancy Services
- Client Lifecycle Management (CLM)
- Automation and Compliance Solutions
- Client Relationship Management (CRM)
Locations
Competitors
FinTrU is a multi-award winning financial services company that provides technology-enabled Client Lifecycle Management solutions for global financial institutions.
Aurora is a London-based consultancy with specialist knowledge in banking operations, middle office enablement, and Client Lifecycle Management technology.
Evotra is a specialist firm dedicated to helping wealth management businesses succeed with their technology.
Praxis provides forward-thinking solutions for high and ultra-high net worth individuals and families, as well as multi and single family office arrangements.
Company Details
Wealth Dynamix is operated by Wealth Dynamics Limited and is a Active company incorporated on 3 January 2012 with the registered office located in London, City of London. Wealth Dynamics Limited was registered 13 years ago.
Status
Active
Size
Medium
Directors
6
Age
13 years old
Employees
131
Turnover
£19.38M
Total Assets
£10.32M
Cash in Bank
£7.17M
Total Liabilities
-£4.95M
Teams
86
21
20
19
19
18
7
Technical Product Owner • Joined Mar 2023
Chief Product Officer • Joined May 2022
Chief Strategy Officer • Joined Feb 2023
Lead Developer • Joined Oct 2019
Lead Developer • Joined Oct 2023
Learning & Development Partner • Joined Nov 2022
Test Lead • Joined Sep 2018
Lead Software Developer • Joined Feb 2023
Lead Functional Consultant • Joined Mar 2020
Lead Functional Consultant • Joined Jul 2024
Lead Developer • Joined Oct 2019
Lead Developer • Joined Oct 2023
Test Lead • Joined Sep 2018
Lead Software Developer • Joined Feb 2023
IT Manager
Support Manager • Joined Aug 2018
Head Of Development • Joined Dec 2018
Technical Support Manager • Joined Apr 2023
Head Of Managed Services • Joined Oct 2017
Senior Developer • Joined Oct 2021
Chief Strategy Officer • Joined Feb 2023
Lead Developer • Joined Oct 2019
Lead Developer • Joined Oct 2023
Lead Functional Consultant • Joined Mar 2020
Lead Functional Consultant • Joined Jul 2024
Development Team Lead • Joined May 2018
IT Manager
HR Manager • Joined Jun 2021
Project Director • Joined Oct 2022
Head Of Development • Joined Dec 2018
Technical Product Owner • Joined Mar 2023
User Experience Lead • Joined May 2022
Development Team Lead • Joined May 2018
Project Manager • Joined Nov 2022
UX/UI Designer & Developer • Joined Dec 2021
Developer • Joined Oct 2023
Software Developer • Joined Sep 2022
Software Developer • Joined May 2022
Software Developer • Joined Jul 2018
Software Developer • Joined Jun 2022
Lead Developer • Joined Oct 2019
Lead Developer • Joined Oct 2023
Lead Software Developer • Joined Feb 2023
Development Team Lead • Joined May 2018
QA Manager • Joined May 2022
Head Of Development • Joined Dec 2018
Developer • Joined Oct 2023
Senior Developer • Joined Oct 2021
Senior Developer • Joined Apr 2019
Software Developer • Joined Sep 2022
Lead Functional Consultant • Joined Mar 2020
Lead Functional Consultant • Joined Jul 2024
Functional Consultant • Joined Apr 2023
Product Consultant • Joined Mar 2023
Functional Consultant • Joined Mar 2023
Management Consultant • Joined Jan 2023
Functional Consultant • Joined Mar 2023
Infrastructure Consultant • Joined Feb 2022
Marketing Consultant • Joined Jul 2022
Functional Consultant • Joined Apr 2023
Lead Automation Engineer
Client Success Manager • Joined Feb 2024
Junior Full Stack Developer • Joined Jul 2024
Operations Analyst • Joined Mar 2025
Support Analyst • Joined Dec 2021
Support Analyst • Joined Aug 2018
Senior Machine Learning Scientist • Joined Feb 2025
View 86 members