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Company profile: FolioDynamix

1.1 - Company Overview

FolioDynamix Logo

FolioDynamix

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of integrated, modern, web-based wealth management technology solutions and institutional-quality investment research for broker dealers, bank trusts, RIAs, custodians, and wealth management service providers to enhance competitive programs, advisor retention, and client acquisition.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to FolioDynamix

Coexis Logo

Coexis

HQ: United Kingdom Website
  • Description: Provider of software technology and applications for the securities industry, serving institutional stockbrokers, global investment banks, prime brokers, third party clearers, agency clearers, and custodians.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Coexis company profile →
TrackInsight Logo

TrackInsight

HQ: France Website
  • Description: Provider of curated daily data, tools, and analysis on over 7,000 ETFs worldwide, supporting due diligence and research for professional investors. Solutions include comprehensive ETF data and analytics, a Fund Compare tool, global ETF trends insights across active, fixed income, crypto, ESG, and thematic strategies, a thematic investing channel, and bespoke technology for ETF and capital market participants.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TrackInsight company profile →
AdviceIQ Logo

AdviceIQ

HQ: United States Website
  • Description: Provider of a trusted database that helps individuals find the right financial advisors by location and specific expertise, with all participating advisors screened through relevant U.S. regulatory agencies.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full AdviceIQ company profile →
CST Wealth Logo

CST Wealth

HQ: United Kingdom Website
  • Description: Provider of tax and financial planning services, delivering tailored plans aligned to short, medium and long-term goals. Offers investment advice with regular reviews and progress reports, pension planning with cash flow and retirement income forecasting, and a range of protection products including life, critical illness, income protection, mortgage protection and medical insurance.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full CST Wealth company profile →
Chip Logo

Chip

HQ: United Kingdom Website
  • Description: Provider of a savings and investments app leveraging open banking to enable customers to deposit into investment funds, cash deposits, ETFs, and alternative passive investments, all seamlessly from inside the bank.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Chip company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for FolioDynamix

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to FolioDynamix

2.2 - Growth funds investing in similar companies to FolioDynamix

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4 - Top valuation comps for FolioDynamix

4.2 - Public trading comparable groups for FolioDynamix

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4.3 - M&A Transactions similar to FolioDynamix

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About FolioDynamix

What does FolioDynamix do?

FolioDynamix is a provider of integrated, modern, web-based wealth management technology solutions and institutional-quality investment research for broker dealers, bank trusts, RIAs, custodians, and wealth management service providers to enhance competitive programs, advisor retention, and client acquisition.

Who are FolioDynamix's competitors?

FolioDynamix's competitors and similar companies include Coexis, TrackInsight, AdviceIQ, CST Wealth, and Chip.

Where is FolioDynamix headquartered?

FolioDynamix is headquartered in United States.

How many employees does FolioDynamix have?

FolioDynamix has 1,000 employees 🔒.

When was FolioDynamix founded?

FolioDynamix was founded in 2010 🔒.

What sector and industry vertical is FolioDynamix in?

FolioDynamix is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for FolioDynamix

Who are the top strategic acquirers in FolioDynamix's sector and industry

Top strategic M&A buyers and acquirers in FolioDynamix's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for FolioDynamix?

Top strategic M&A buyers groups and sectors for FolioDynamix include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in FolioDynamix's sector and industry vertical

Which are the top PE firms investing in FolioDynamix's sector and industry vertical?

Top PE firms investing in FolioDynamix's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in FolioDynamix's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in FolioDynamix's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in FolioDynamix's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to FolioDynamix include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in FolioDynamix's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for FolioDynamix?

The key public trading comparables and valuation benchmarks for FolioDynamix include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for FolioDynamix for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for FolioDynamix with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in FolioDynamix's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for FolioDynamix with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in FolioDynamix's' sector and industry vertical?

Access recent funding rounds and capital raises in FolioDynamix's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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