- Founded
- 2012
- Employees
- 175
Founded by Brent Randall, Gary Linieres in 2012.
About Wealth Dynamix
Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for the world’s largest private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Our mission is to help these firms to grow AuM, streamline operational processes, remain compliant and deliver innovativeclient service.Founded in 2012 by wealth management technology experts, Wealth Dynamix is a privately owned company that recognised three key challenges: there is too much friction and inefficiency throughout the client lifecycle, compliance is an ongoing trial and digitising the client journey takes time and specialist expertise to get right. Wealth Dynamix was borne out of a desire to solve these challenges with intelligent technology, to orchestrate journeys throughout the client lifecycle and significantly enrich client experience. Our multi-award-winning digital CLM platforms, which can be deployed on-premise or in the cloud, enable wealth managers to optimise cost-to-income ratio by managing all phases of the end-to-end client lifecycle more efficiently and effectively: from initial client engagement, acquisition and onboarding through to ongoing relationship management and client service. Wealth Dynamix offers two CLM platforms to meet individual client requirements:•WDX1 is a robust, modular and fully configurable CLM solution that leverages Microsoft Dynamics 365 and is best suited to large private banks and the wealth and asset management divisions of global financial institutions.•CLMi is a cost-effective, mobile-first SaaS cloud CLM platform that is ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment and hassle-free maintenance. Both WDX1 and CLMi are powered by an intelligent, rules-based process engine that eliminates manual administration, accelerates client service, ensures timely recommendations and compliance and optimises cost-to-income ratio.Headquartered in the UK, Wealth Dynamix has offices and clients in three continents and is the recognised global leader in end-to-end CLM.
Leadership at Wealth Dynamix
The team at the top of the org chart.
Gary Linieres
Co-founder And CEO
72 reports
Dominic Snell
Chief Product Officer
34 reports
Francois De Lescure
Chief Revenue Officer
19 reports
Lise - Marie Adamoff - Lescroël
Chief Financial Officer
1 report
Natalie Levine
Chief Operating Officer
8 reports
Robert Roome
Chief Strategy Officer
Darell Miller
Managing Director – APAC
2 reports
Brent Randall
Co-founder And Director
1 report
Open Jobs at Wealth Dynamix (3)
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