Wealth Dynamix
Wealth Dynamix provides client lifecycle management and CRM software solutions for private banks and wealth management firms.
Sponsor licence details
Sourced from the UK Home Office register of licensed sponsors.
About Wealth Dynamix
Wealth Dynamix is a financial technology provider specialising in client lifecycle management (CLM) and relationship management solutions. Established in 2012, the firm develops modular, digital-first platforms that support private banks and wealth managers through the entire client journey, from prospecting and digital onboarding to compliance and long-term relationship management.
The company is part of Indosuez Wealth Management within the Crédit Agricole Group. Its technology is designed to integrate with existing architectures, supporting boutique investment managers, multi-family offices, and global financial institutions.
Open roles
3 live positions matched to this sponsor licence.