Tech Company Financing Transactions
FolioDynamix Funding Round
FolioDynamix secured a $2.2 million funding round on 8/27/2009. Backers included private investors.
Transaction Overview
Company Name
Announced On
8/27/2009
Transaction Type
Venture Equity
Amount
$2,180,000
Round
Undisclosed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed.
Company Information
Company Status
Acquired or Merged
Industry
FinTech
Mailing Address
52 Vanderbilt Ave. 18th Floor
New York, NY 10017
USA
New York, NY 10017
USA
Phone
Website
Email Address
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
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Next: 8/27/2009: Black Sand Technologies venture capital transaction
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