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FolioDynamics · podgraph

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FolioDynamics

Company · mentioned 2 times

Financial technology company that provided an unbundled turnkey asset management platform to financial advisors and institutions, later acquired by Envestnet.

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A Product Market Fit Show | Startup Podcast for Founders· 7 Sept
FolioDynamics was an unbundled turnkey asset management platform given to financial advisors and institutions such as broker dealers, banks, RIAs and asset managers, powering their wealth book of business.