Wealth Dynamix

Wealth Dynamix is a global technology provider specialising in Client Lifecycle Management (CLM) for the wealth and asset management industries. Founded in 2012, the company serves wealth managers, asset managers, and private banks from offices in London, Singapore, Zurich, and New York. Its core offering addresses the regulatory and operational challenges of managing client relationships across their full lifecycle, from acquisition through ongoing compliance and retention.

The company's flagship product, the WDX1 platform, is an end-to-end digital CLM solution covering client acquisition, digital onboarding, regulatory compliance, relationship management, and business intelligence. The platform has received multiple industry awards.

Wealth Dynamix operates its cloud infrastructure on Microsoft Azure and maintains ISO 27001 and SOC 2 certifications, reflecting its focus on information security and compliance standards. The company was acquired, though details of the transaction are not publicly disclosed.