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Wealth Dynamix

About Wealth Dynamix

Wealth Dynamix is a global provider of client lifecycle management (CLM) solutions, specifically for the wealth management and private banking sectors. Founded in 2012, the company is now part of Indosuez Wealth Management within the Crédit Agricole Group. Wealth Dynamix combines industry expertise with advanced technology to streamline operations and enhance client relationships.

Min project size

50,000+

Hourly rate

50 / hr

Employees

160

Locations

United Kingdom

Year founded

Founded 2012

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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