Funded Tech Companies
FolioDynamix
Researching who purchased FolioDynamix? FolioDynamix was bought by Actua.
Company Overview
Company Name
FolioDynamix
Company Status
Acquired or Merged
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
52 Vanderbilt Ave. 18th Floor
New York, NY 10017
USA
New York, NY 10017
USA
Phone
Website
Email Address
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.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
9/16/2014
Financing History
Date
Type
Amount
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
Company Investors
- ABS Capital Partners (Cal Wheaton)
- Edison Partners (Aron Miodownik)
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