Wealth Dynamix
wealth-dynamix.com
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Financial Software & Embedded Finance
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Overview
Wealth Dynamix is a London financial software company founded in 2012 that manages the client lifecycle for wealth managers. Its platform covers prospecting, onboarding, compliance reviews and ongoing servicing in one system. The company works with private banks and wealth firms in Europe, North America and Asia.
News
How perpetual KYC supports a proactive compliance framework
The way we think about know-your-customer (KYC) has evolved rapidly over the last 10 years. We believe that an evolution of a similar magnitude will take place over the next two years driven by our evolving understanding, regulatory changes, and the rise
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Report
The future of onboarding: Embracing a holistic client lifecycle management approach
Move beyond siloed systems and manual processes to unlock true efficiency and client satisfaction in wealth management. In today's fast-evolving financial landscape, wealth management firms are under immense pressure to deliver exceptional client experien
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Report
Why first impressions matter: Rethinking onboarding in wealth management
In the world of wealth management, first impressions last. In fact, they define the relationship. That's why onboarding - the process of transitioning prospects into clients - must be seamless, sophisticated, and swift. Yet for many firms, it's anything b
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Why the key to efficient onboarding is to focus on the wider journey
What does 'good' look like? A positive onboarding experience creates trust and eliminates friction: clients are provided with clarity on what is needed and where they are; staff only ask and record information once; and the process proceeds smoothly acros
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Report
Can AI automate trust in wealth management? Why technology must strengthen, not replace, human relationships
Artificial intelligence (AI) is advancing at an extraordinary pace, reshaping how industries operate, interact with customers, and scale services. Wealth management is no exception. From automated client summaries and know-your-customer (KYC) reviews, to
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Wealth Dynamix welcomes Fiske plc as the latest SaaS CLMi client, strengthening strategic partnership with Third Financial
London-based investment manager goes live with full modular suite to enhance personalised service and operational efficiency.London, United Kingdom - 27 January 2026 - Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, is plea
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Can AI automate trust in Wealth Management? Why technology must strengthen, not replace, human relationships
Artificial intelligence is reshaping industries at an extraordinary pace, and wealth management is no exception. From automated client summaries to intelligent KYC reviews, firms are rapidly exploring how AI can improve operational efficiency and scale pe
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Report
Indosuez Wealth Management announces the acquisition of Wealth Dynamix and appoints Romain Jérome as Chief Executive Officer
Wealth Dynamix is now fully acquired by Indosuez Wealth Management and appoints Romain Jérome as CEO, accelerating global growth and digital innovation.
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Wealth Dynamix: The platform transforming the world of Wealth Managers
Wealth Dynamix is a platform designed for private banks and wealth managers, aimed at streamlining the entire client journey. François de Lescure, Chief Revenue Officer, outlines the platform's ambitions and its ability to adapt to specific business needs
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Tech stack
Technologies named in job postings at Wealth Dynamix over the last 12 months, by layer, with the share of postings for each.
Technologies in use
13
Postings analysed
1
Stack modernity
77/100
Languages
SQL
C#
JavaScript
TypeScript
Frameworks & libraries
Angular
Cypress
Databases
PostgreSQL
Cloud & platforms
.NET
BrowserStack
GitLab CI
Grafana
Kubernetes
Practices & domains
CI/CD
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Growth
Hiring Momentum
28/100
Slowing
Open positions
1
0 opened / 0 closed in 30 days
ATS activity
Every ~4 hours
Today
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Leadership
75% ▼
QA
25% ▲
Offices
Where the company hires and what each office is for
Cities
2
Hiring now
2
Countries
2
Busiest office
London
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Headquarters
Builds here
Office with open vacancies
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London
United Kingdom
HQ
LONDON (HQ)
3 open roles 3 posted in 90 days 33% engineering 50-200 est. staff
hires for Leadership, QA
5 Appold Street, London, EC2A 2DA
Geneva
Switzerland
1 open roles 1 posted in 90 days 10-50 est. staff
hires for Leadership
Jobs
In office • Full-Time • London
JavaScript
TypeScript
SQL
C#
.NET
Databases
PostgreSQL
Frontend
Angular
DevOps
GitLab CI
CI/CD
Kubernetes
Grafana
Management
Agile
QA
Cypress
BrowserStack
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