Key facts
- FolioDynamix’s last known valuation is $195.0M.
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for FolioDynamix
- ·The full record, as it builds
Funding rounds
No funding rounds for FolioDynamix are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About FolioDynamix
Developer of a cloud based wealth management platform. The company's cloud based wealth management platform provides on-demand technology and product services include managing assets, customized equity, fixed income and alternative asset portfolios and stock market trading, enabling businesses, individuals and families to manage their wealth and assets.
- Sector
- Information Technology
- HQ
- Secaucus, NJ, United States
- Employees
- 110
- Website
- foliodynamix.com/
- Ownership
- Acquired/Merged
FolioDynamix doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in FolioDynamix shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on FolioDynamix in its N-PORT filings yet. We sweep new filings monthly.