Company profile: Wealth Dynamix
1.1 - Company Overview
Company description
- Provider of Client Lifecycle Management (CLM) technology platforms for private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Solutions include modular CLM covering the entire client lifecycle, onboarding tools, engagement platforms, and compliance systems to streamline processes and meet evolving regulatory requirements.
Products and services
- Compliance Solutions: Ruleset-driven systems enabling rapid revision and extension of compliance rulesets and applications to meet evolving regulatory requirements across private banks, wealth and asset managers
- Client Lifecycle Management (CLM) Solutions: Modular platforms managing the client lifecycle from initial contact through onboarding, account management, and wealth transfer for private banks, wealth managers, and asset management firms
- Onboarding Solutions: Regulatory-compliant tools streamlining and personalizing client onboarding while ensuring adherence to industry regulations for private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Wealth Dynamix
FundsLibrary
HQ: United Kingdom
Website
- Description: Provider of a digital platform that supports the life cycle of fund data, documents, and regulatory reporting for the asset management industry.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Onvista
HQ: Germany
Website
- Description: Provider of a stock market portal delivering real-time stock prices, news, tools and portfolio management. Offers comprehensive market overviews of indices, stocks, ETFs and other instruments, plus personalized dashboards via my onvista with watchlists and sample portfolios, and paid premium articles with in-depth analyses.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Pipe
HQ: United States
Website
- Description: Provider of a global trading platform for recurring revenue streams, connecting companies to institutional investors for real-time trading. Makes recurring revenue tradable at annual value to increase cash flow for scaling companies. Offers Pipe Capital Platform to convert future revenue into immediate, non-dilutive capital, and Pipe Embedded enabling partners to deliver embedded financing within their platforms.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Praemium
HQ: United Kingdom
Website
- Description: Provider of investment platforms, portfolio administration and execution, CRM and financial planning tools, including an integrated wealth management platform, adviser and investor portals, customizable reporting tools, ESG investment filters, and a CGT modelling calculator for tax impact analysis.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Xenomorph
HQ: United Kingdom
Website
- Description: Provider of enterprise and market data management platforms for organizations, covering data acquisition, normalization, consolidation, cleansing, validation and distribution; pricing of assets and complex derivatives with gold copies of historical time series; security master reference data; valuation control; and regulatory tools for FRTB, BCBS 239 and MiFID II.
- 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 Xenomorph 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 Wealth Dynamix
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Wealth Dynamix
2.2 - Growth funds investing in similar companies to Wealth Dynamix
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4 - Top valuation comps for Wealth Dynamix
4.2 - Public trading comparable groups for Wealth Dynamix
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