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
47
45
7
3
16
Technical Product Owner • Joined Mar 2023
Chief Product Officer • Joined May 2022
Chief Strategy Officer • Joined Feb 2023
Lead Developer • Joined Oct 2023
Lead Developer • Joined Oct 2019
Learning & Development Partner • Joined Nov 2022
Test Lead • Joined Sep 2018
Lead Software Developer • Joined Feb 2023
Lead Functional Consultant • Joined Jul 2024
Lead Functional Consultant • Joined Mar 2020
Technical Product Owner • Joined Mar 2023
Chief Product Officer • Joined May 2022
Chief Strategy Officer • Joined Feb 2023
Lead Developer • Joined Oct 2023
Lead Developer • Joined Oct 2019
Test Lead • Joined Sep 2018
Lead Functional Consultant • Joined Jul 2024
Lead Functional Consultant • Joined Mar 2020
User Experience Lead • Joined May 2022
Development Team Lead • Joined May 2018
Technical Product Owner • Joined Mar 2023
Lead Developer • Joined Oct 2023
Lead Developer • Joined Oct 2019
Test Lead • Joined Sep 2018
Lead Software Developer • Joined Feb 2023
Lead Automation Engineer
User Experience Lead • Joined May 2022
Development Team Lead • Joined May 2018
Support Manager • Joined Aug 2018
QA Manager • Joined May 2022
Learning & Development Partner • Joined Nov 2022
HR Manager • Joined Jun 2021
Head Of Talent Acquisition • Joined Sep 2021
Support Manager • Joined Aug 2018
Customer Success Manager • Joined Jul 2024
Client Success Manager • Joined Feb 2024
Head Of Production Services • Joined Mar 2018
Junior Customer Success Manager • Joined Oct 2023
Senior Support Analyst • Joined Oct 2019
Support Analyst • Joined Dec 2021
Office Manager / PA • Joined Jan 2021
Office Manager / PA • Joined Jan 2021
Head Of Technical Implementations • Joined Sep 2019
Head Of Functional Consultants • Joined Jul 2020
Customer Success Content Manager • Joined May 2022
Head Of Strategic Client Relationship • Joined Jul 2020
Strategic Advisor & Partnership Director • Joined May 2020
Information Security And Data Privacy Manager • Joined Dec 2022
Head Of New Business Sales-UK & I • Joined Sep 2023
Head Of Direct Sales UK, MEA And US • Joined Apr 2023
View 86 members