Address : California, Kentucky 41007, United States
Phone Number : +1 888-678-2842
Industries : Financial Services
Company Description
This company is not associated with Envestnet.
Specialities
- Wealth Management Technology
- Feebased Advisory Services
- Brokerage
- Full Wealth Management Lifecycle
- Trading & Rebalancing
- Financial Services
- Unified Managed Account Programs
- Wealth Management Platform
- Bank Trust & Ria Solutions
- Investment Portfolio Management
- Finance
Financial
Employees Total : 820
Revenue (Yearly) : 70M
Total Funding : 16M
Latest Funding : 16M
Miscellaneous
Founded in : 2007
Linkedin : foliodynamix
Content Delivery Networks : EdgeCast
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : Amazon AWS
Online Video Platforms : Brightcove
CMS : Atlassian Cloud
Last Updated : 2023-12-20
Employees
- Anne Marie Lemieux ( Certified Health Coach )
- Alicia Cochran ( Independent Optavia Coach )
Alumni
- Cosette Livas ( Health Coach )
- Derek Thomas ( Independant Certified Coach with OPTAVIA )
- Ajay Jadhav ( Founder, Chairman of the Board, Chief Information Officer )
- Angela Verga ( Vice President - Product Manager, Trading Technology )
- Heather Bergen ( Certfied Health Coach )
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