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Wealth Dynamix

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
London, England, United Kingdom Founded 2012 101-250 employees For Profit

Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms.

Wealth Dynamix on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Wealth Dynamix was acquired by Indosuez Wealth Management in 2023.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
119

About Wealth Dynamix

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
10
Active products
16
IT spend
$7.22M

Company Info

Founded
2012
Employees
101-250
Operating status
Active
Company type
For Profit
Org types
company
Founders
2
News articles
20
HQ
London, England, United Kingdom
Region
Europe, Middle East, and Africa (EMEA)
Exit date
Jan 26, 2023

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.1
Trend (30d)
0.5
Trend (90d)
2.6
Last leadership hire
Mar 1, 2023

Wealth Dynamix Key People

Director
Chief Strategy Officer
119
professional contacts at Wealth Dynamix
Contact execs at Wealth Dynamix

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Wealth Dynamix — Company Profile