Tech Company Financing Transactions
FolioDynamix Funding Round
On 8/7/2008, FolioDynamix raised $7.5 million in financing from Edison Partners.
Transaction Overview
Company Name
Announced On
8/7/2008
Transaction Type
Venture Equity
Amount
$7,500,000
Round
Undisclosed
Investors
Edison Partners (Aron Miodownik)
Proceeds Purpose
Proceeds from the financing will be used to execute the company's strategic plan by increasing market penetration with additional sales and marketing resourcesand completing an acquisition.
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
Browse more venture capital transactions:
Prev: 8/7/2008: SliceX venture capital transaction
Next: 8/7/2008: VertiFlex 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