Wealth Dynamix Company Profile, Contacts & Intelligence

Financial ServicesLondon, City of, United Kingdom161 employeesFounded 2012
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
161
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
4
Mapped contact coverage

Wealth Dynamix Overview

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.

Headquarters
London, City of, United Kingdom
Website
wealth-dynamix.com
Industry
Financial Services
Founded
2012
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Client Acquisition Digital Onboarding CRM Business Intelligence Digital Engagement Wealth Management Investment Management Private Banking Client Management Compliance RegTech Onboarding

Wealth Dynamix Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
4 departments represented
Visible contacts with email or phone data are mapped to these departments.
16 company-domain emails
Visible contacts using Wealth Dynamix's company email domain.
General
8
IT
6
Executive
4
Sales
3

Wealth Dynamix People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

V
Victoria Micallef
E
L
Lionel Sancenot
Global B2B Saas & Fintech - Specialist
EP
S
Steve D'souza
Head of Direct Sales Uk, Mea and Us @
J
Juan Carlos Trabolsi, Mba
Business Analyst/senior Consultant

Wealth Dynamix Workforce Composition

Seniority breakdown across 34 visible profiles.

Individual contributor
14
Manager
7
Senior / Lead
6
Director
3
Associate / junior
2
Executive
1
VP / Head
1

Wealth Dynamix Technology & Talent

Technology-related job titles represented in the visible people data.

Engineering
7
Data / AI
1

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