Tech Company Financing Transactions

FolioDynamix Funding Round

ABS Capital Partners and private investors joined a $16 million funding round for FolioDynamix. The round was announced on 12/22/2010.

Transaction Overview

Company Information

Company Status

Acquired or Merged

Industry

FinTech

Mailing Address

52 Vanderbilt Ave. 18th Floor
New York, NY 10017
USA

Phone

212-812-5066

Website

www.foliodynamix.com

Email Address

[email protected]

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

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

        

Browse more venture capital transactions:

Prev: 12/21/2010: Bleacher Report venture capital transaction
Next: 12/22/2010: Wireless Seismic venture capital transaction

Share this article

About Our Venture Capital Transactions Database

Our team works diligently to report on funding rounds that are announced publicly. VC investment data records reported here are derived from publicly available VC deal announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.

Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities

Contributors

Business Glossary