Wealth Dynamix

Scaleup Innovator

Wealth management


Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for the world’s largest private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Our mission is to help these firms to grow AuM, streamline operational processes, remain compliant and deliver innovative client service.

Founded in 2012 by wealth management technology experts, Wealth Dynamix is a privately owned company that recognised three key challenges: there is too much friction and inefficiency throughout the client lifecycle, compliance is an ongoing trial and digitising the client journey takes time and specialist expertise to get right. Wealth Dynamix was borne out of a desire to solve these challenges with intelligent technology, to orchestrate journeys throughout the client lifecycle and significantly enrich client experience.

Our multi-award-winning digital CLM platforms, which can be deployed on-premise or in the cloud, enable wealth managers to optimise cost-to-income ratio by managing all phases of the end-to-end client lifecycle more efficiently and effectively: from initial client engagement, acquisition and onboarding through to ongoing relationship management and client service.

Wealth Dynamix offers two CLM platforms to meet individual client requirements:

  • WDX1 is a robust, modular and fully configurable CLM solution that leverages Microsoft Dynamics 365 and is best suited to large private banks and the wealth and asset management divisions of global financial institutions.
  • CLMi is a cost-effective, mobile-first SaaS cloud CLM platform that is ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment and hassle-free maintenance.

Both WDX1 and CLMi are powered by an intelligent, rules-based process engine that eliminates manual administration, accelerates client service, ensures timely recommendations and compliance and optimises cost-to-income ratio.

Headquartered in the UK, Wealth Dynamix has offices and clients in three continents and is the recognised global leader in end-to-end CLM.

Team Members

Antony Bream

MD - UK, Northern Europe & Americas

Gary Linieres

CEO and Co-founder

Lucy Heavens

Marketing Director


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