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FolioDynamix

FolioDynamix, a provider of integrated wealth management technology solutions.

Acquired by Envestnet on September 25, 2017

Website: https://www.foliodynamix.com

Founded: January 01, 2007

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Date	Round	Amount	Investors
May 15, 2012	Debt Financing	$ 4,000,000	Wellington Financial
Dec 21, 2010	Series B	$ 16,000,000	Edison Ventures ABS Capital Partners
Aug 08, 2008	Venture	$ 7,500,000	Edison Ventures

Date	Acquired	Amount
Aug 11, 2008	SunGard Advisory Technologies	Undisclosed amount

Product	Stage	Description
There are no products.

Person	Role	Period
Aaron Schumm	Founder	Unknown to Unknown