Startups
Wealth Dynamix specializes in the provision of cutting edge Client Lifecycle Management to the world
Overview
Location
United Kingdom, England, London
Employees
51-200
Phone
+44 20 3725 7549
Founded date
2012
Mentions in press and media 4
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Feb 1, 2024 | Wealth Dynamix Now Available on Temenos Exchange | Wealth Dynamix is a leading provider of CRM, Onboarding and CLM (Client Lifecycle Management) solutions, which are now available linked with Temenos as part of a strategic partnership. Combined, the solutions provide a fully joined-up exper... |
| Mar 1, 2023 | Wealth Dynamix appoints new Chief Strategy Officer to support the company's acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector. | LONDON, March 1, 2023 /PRNewswire/ -- Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms. These span all stages of the client lifecycle from engaging with prospects, t... |
| Aug 5, 2021 | Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report | LONDON, Aug. 5, 2021 /PRNewswire/ -- Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of the XCelent Functionality Award. T... |
Reviews 0
FAQ about Wealth Dynamix
When was Wealth Dynamix founded?
Wealth Dynamix was founded in 2012.
What has the press written about Wealth Dynamix?
Parsers VC has collected 4 articles mentioning Wealth Dynamix, among them “Wealth Dynamix Now Available on Temenos Exchange” (Feb 1, 2024) and “Wealth Dynamix appoints new Chief Strategy Officer to support the company's acceleration as a leading provider of Client Lifecycle Management solutions in th...” (Mar 1, 2023).
Is Wealth Dynamix still active?
Yes, Wealth Dynamix is active; its latest activity on Parsers VC dates from Feb 1, 2024.