We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant and deliver innovative service.
We create modular CLM solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation.
We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts’ partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business.
Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
Company Details
- Employees
- 161
- Founded
- -
- Address
- Broadwalk House, 5 Appold Street, London,shoreditch Ec2a 2da,united Kingdom
- Phone
- +44 (0) 20 3725 7549
- co****@****mix.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealth-dynamix.com
- Keywords
- Client Acquisition, Digital Onboarding, CRM, Business Intelligence, Digital Engagement, Wealth Management, Investment Management, Private Banking, Client Management, Compliance, RegTech, Onboarding, Private Banking, Client Lifecycle Management, CLM, WealthTech, Client Service, Digital Transformation, Client Acquisition.
- HQ
- London, Shoreditch
Wealth Dynamix Questions
Wealth Dynamix's helpline number is +44 (0) 20 3725 7549
Wealth Dynamix's website is wealth-dynamix.com
Wealth Dynamix's LinkedIn profile is https://uk.linkedin.com/company/wealth-dynamix
Wealth Dynamix has
161 employees.
View email and phone details for 161
employees at Wealth Dynamix.
Wealth Dynamix's industry is
Financial Services
Wealth Dynamix's top competitors are
Wealth Management Partners,
Bippit®,
Epfl Alumni,
Verdac Tech,
Deloitte,
Morningstar,
Objectway,
Wealth Dynamics,
Accelex,
Barclays.
Wealth Dynamix's support email address is connect@wealth-dynamix.com
Wealth Dynamix's categories are Financial Services
Wealth Dynamix's founding year is 2012
