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Folio Dynamics, Inc.
... a huge chunk of the high-end wealth management platform market by buying FolioDynamix, giving it around $2 trillion in assets and 10 million accounts. As ...
... growth benefited from solid operating performance and the inclusion of results from FolioDynamix, which we acquired in January.""We are off to a solid start in ...
... growth benefited from solid operating performance and the inclusion of results from FolioDynamix, which we acquired in January." "We are off to a solid start ...
... Chairman and CEO. "As we begin 2018, we are focused on integrating FolioDynamix's customers and employees. And, we continue to pursue our advice- and data- ...
... and financial wellness, has announced that it has completed the acquisition of FolioDynamix from Actua Corp., the company said. The acquisition was first announced on ...
... Envestnet Inc. has completed the acquisition of wealth management technology solutions provider FolioDynamix, an Actua Corp. company, for $195 million in cash. The acquisition will ...
... and financial wellness, today announced that it has completed the acquisition of FolioDynamix from Actua Corp. The acquisition was first announced on September 25, 2017. ...
... opportunities in 2018 and beyond, both organic and from acquisition, including the FolioDynamix transaction, which we expect to close early next year," concluded Mr. Bergman. ...
... for wealth management and financial wellness, today announced that it will acquire FolioDynamix, a provider of integrated wealth management technology solutions. "Acquiring FolioDynamix advances our ...
... Leading wealth management technology solution provider FolioDynamix announced its partnership with Apex Clearing, an independent, full-service clearing firm, to ...
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