Digital & Technology

Wealth Dynamix expands global offering in wake of exponential growth

Wealth Dynamix, a global Client Lifecycle Management solution provider, has announced highlights of its strong first half of the year, including: a new and improved Client Lifecycle Management solution WDX1, average growth rate of 51% over the past five years, named as one of the fastest growing European fintech firms.

Wealth Dynamix’s offering now provides an end to end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.

The enhanced solution empowers clients by allowing them to become engaged via multiple digital and traditional channels whilst improving efficiencies for firms engaged in High Net Worth relationships and facilitates more time spent building client relationships.

Wealth Dynamix is now a global firm, with offices in New York, Switzerland and Singapore in addition to its London headquarters. Its business has grown an average of 51% over the last five years and now employs over 120 people globally. Wealth Dynamix has been named one of the fastest growing European fintech firms in the Financial Times FT1000 for two years running.

Wealth Dynamix CEO Gary Linieres said: “Wealth Dynamix exists to deliver operational efficiencies and business development improvements through the deployment of leading digital technology solutions. We are constantly adapting our solutions to keep up with client demands and leveraging technological enhancements across the digital and AI landscape. Wealth managers are seeing and feeling the importance that client lifecycle management plays in achieving a successful relationship-driven business. The growth we have seen over the past few years is testament to the success of our cutting-edge solutions and world class people. We are well positioned to continue this success and I have never been more excited about our future.”