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Wealth Dynamics Limited
Wealth Dynamics Limited is an 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.
Watch Company
Status
Active
Active since
incorporation
Company No
07895806
Private limited company
Age
13 years
Incorporated
3 January 2012
Size
Medium
Turnover is under
£54M
Under
250 employees
Confirmation
Submitted
Dated
3 January 2025
(11 months ago)
Next confirmation dated
3 January 2026
Due by
17 January 2026
(1 month remaining)
Last change occurred
1 year 11 months ago
Accounts
Submitted
For period
1 Oct
⟶
30 Sep 2024
(1 year)
Accounts type is
Group
Next accounts for period
30 September 2025
Due by
30 June 2026
(6 months remaining)
Learn more about Wealth Dynamics Limited
Contact
Update Details
Address
Broadwalk House 5 Appold Street
3rd Floor
London
EC2A 2DA
England
Address changed on
8 May 2024
(1 year 7 months ago)
Previous address was
141-145 Curtain Road London EC2A 3AR
Companies in EC2A 2DA
Telephone
02037257549
Email
Unreported
Website
Wealth-dynamix.com
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People
Officers
6
Shareholders
7
Controllers (PSC)
1
Lise-Marie Diane Odette Adamoff-LescroËl
Director • Chief Financial Officer • French • Lives in UK • Born in Apr 1982
Natalie Eve Levine
Director • Chief Operating Officer • British • Lives in UK • Born in Jun 1966
Romain Jerome
Director • Chief Digital Officer • French • Lives in France • Born in Jan 1969
Robert Michael Roome
Director • Strategy Officer • British • Lives in UK • Born in Jan 1983
Anne-Laure Branellec
Director • Global Head Of Human Resources • French • Lives in France • Born in Dec 1971
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Shareholders, PSCs & Group Structure
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Mutual Companies
Thrale Almshouse And Relief In Need Charity Trustee Limited
Natalie Eve Levine is a mutual person.
Active
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Brands
Wealth Dynamix
Wealth Dynamix is a provider of Client Lifecycle Management technology for the wealth and asset management industries.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period
30 Sep
⟶
30 Sep 2024
Traded for
12 months
Cash in Bank
£7.17M
Increased by £3.44M (+92%)
Turnover
£19.38M
Increased by £1.21M (+7%)
Employees
131
Decreased by 12 (-8%)
Total Assets
£10.32M
Increased by £2.63M (+34%)
Total Liabilities
-£4.95M
Increased by £603K (+14%)
Net Assets
£5.37M
Increased by £2.03M (+61%)
Debt Ratio (%)
48%
Decreased by 8.54% (-15%)
See 10 Year Full Financials
Latest Activity
Lise-Marie Diane Odette Adamoff Details Changed
1 Month Ago on 29 Oct 2025
Lise-Marie Diane Odette Adamoff Appointed
1 Month Ago on 29 Oct 2025
Credit Agricole S.A. (PSC) Details Changed
1 Month Ago on 29 Oct 2025
Brent Randall (PSC) Resigned
1 Month Ago on 29 Oct 2025
Gary Robert Linieres (PSC) Resigned
1 Month Ago on 29 Oct 2025
Natalie Eve Levine Appointed
1 Month Ago on 29 Oct 2025
Mr Robert Michael Roome Appointed
1 Month Ago on 29 Oct 2025
Pierre Henri Dulon Resigned
1 Month Ago on 29 Oct 2025
Gary Robert Linieres Resigned
1 Month Ago on 29 Oct 2025
Brent Randall Resigned
1 Month Ago on 29 Oct 2025
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See All Credit Score & Limits
Documents
Change of share class name or designation
Submitted on 7 Nov 2025
Memorandum and Articles of Association
Submitted on 3 Nov 2025
Resolutions
Submitted on 3 Nov 2025
Termination of appointment of Gary Robert Linieres as a director on 29 October 2025
Submitted on 30 Oct 2025
Appointment of Lise-Marie Diane Odette Adamoff as a director on 29 October 2025
Submitted on 30 Oct 2025
Cessation of Gary Robert Linieres as a person with significant control on 29 October 2025
Submitted on 30 Oct 2025
Termination of appointment of Pierre Henri Dulon as a director on 29 October 2025
Submitted on 30 Oct 2025
Director's details changed for Lise-Marie Diane Odette Adamoff on 29 October 2025
Submitted on 30 Oct 2025
Appointment of Natalie Eve Levine as a director on 29 October 2025
Submitted on 30 Oct 2025
Cessation of Brent Randall as a person with significant control on 29 October 2025
Submitted on 30 Oct 2025
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Repayment History
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