Wealth Dynamix
Category
Scaleup Innovator
Vertical
Capital Markets, Enterprise Software, RegTech, Wealth management, Professional Services
Location
London
Wealth Dynamix provides Client Lifecycle Management (CLM) solutions for the world’s top private banks, wealth and asset management firms. Leveraging Microsoft’s Dynamics 365 platform, WDX1 addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence.
Team Members
Gary Linieres
CEO, Wealth Dynamix
Lucy Heavens
Head of Marketing, Wealth Dynamix
