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Wealth Dynamix

Client lifecycle management software for private banks and wealth management firms

Paris, FranceFounded 2021wealth-dynamix.comWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-29

About Wealth Dynamix

Wealth Dynamix provides client lifecycle management software for prospecting, digital onboarding, CRM, relationship management, workflow automation and compliance. Its products include modular enterprise software and a cloud-based SaaS solution.

Customers include private banks, wealth management firms, discretionary fund managers, asset managers and multi-family offices. The company operates globally and is part of Indosuez Wealth Management within the Crédit Agricole Group.

Founded in 2012, Wealth Dynamix is headquartered in Paris and has offices in the United Kingdom, France, Switzerland, Lithuania and Singapore.

Product: Client lifecycle management software for prospecting, digital onboarding, CRM, relationship management, workflow automation and compliance.

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