Tech Company Acquirers

FolioDynamix

Headquartered in New York, FolioDynamix has acquired Access Partners.

Company Overview

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Company Background Information

Overview

FolioDynamix is an established leader in the fast growing managed account industry providing innovative and industry leading solutions to support Unified Managed Accounts (UMA), Unified Managed Households (UMH), Separately Managed Accounts (SMA), Mutual Fund Advisory (MFA), Rep-As-Manager, and Fee-based Rep-As-Advisor programs.

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Last Transaction

2/8/2013

Acquisitions By FolioDynamix

Management Team

Title

Name

Email & Social

Chief Executive Officer

Joseph Mrak

        

Chief Financial Officer

Mark Herman

        

Chief Operating Officer

John Carey

        

Chief Technical Officer

Mark Davis

        

VP - Customer Service

Aaron Schumm

        

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