FolioDynamix - M&A Summary, Ownership, and Business Overview

Internet Software And ServicesCompany

FolioDynamix M&A Summary

FolioDynamix has acquired 1 company of its own.

FolioDynamix has acquired in 1 US state. The Company’s most targeted sectors include information technology (100%).

FolioDynamix Ownership

Who owns FolioDynamix?

FolioDynamix is owned by Envestnet. It was acquired on September 25, 2017.

Was FolioDynamix formerly PE-backed?

Yes. FolioDynamix was formerly owned by 1 private investor.

FolioDynamix Business Overview

Where is FolioDynamix headquartered?

FolioDynamix is headquartered in New York, New York.

What sector is FolioDynamix in?

FolioDynamix is an internet software and services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

FolioDynamix, Inc.

52 Vanderbilt Avenue 18th Floor,
New York, New York 10017
United States,
(212) 812-5066
www.foliodynamix.com

FolioDynamix, Inc. is a provider of an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. FolioDynamix is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Summit Advisor Solutions 2016-11-02 - Add-on Acquisition
Dallas, Texas · www.summitadvisorsolutions.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Texas 1 - - -
Total 1 - - -

Company Summary

SECTOR

Internet Software and Services

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