PORTFOLIO

Folio Dynamix

New York, NY

Provider of technology and product solutions to wealth advisory firms. Acquired by Actua Corporation (NASDAQ:ACTA) in November 2014. Acquired by Envestnet, Inc. (NYSE:ENV) in January 2018.

CASE STUDY

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Folio Dynamix TEAM

Ralph Terkowitz

Mike Avon

Matt O'Brien