Wealth Dynamix
Wealth Dynamix is a London client lifecycle management specialist founded in 2012, selling to private banks, wealth managers and asset managers with offices in the United Kingdom…
Overview
Wealth Dynamix is a London client lifecycle management specialist founded in 2012, selling to private banks, wealth managers and asset managers with offices in the United Kingdom, France, Switzerland and Singapore and development centers in Lithuania. It ships two products: WDX1, an enterprise platform built on Microsoft Dynamics 365 for large private banks and the wealth divisions of global institutions, and CLMi, a cloud service for mid size discretionary fund and investment managers. WDX1 runs in three modules covering prospect engagement and marketing, digital onboarding with regulatory compliance and know your customer checks, and ongoing client servicing with dashboards and recommendations, deployable standalone or combined and on premises or in the cloud. Its model features include a named AI Persona Builder that shapes conversations and recommendations, an intelligent prospect to adviser lead matching tool, and predictive analytics and sentiment analysis applied across the client record. Ownership sits inside a bank: Indosuez Wealth Management, the wealth arm of Crédit Agricole, took a 70 percent majority stake in 2023 and acquired the entire share capital in an announcement of November 2025, appointing Romain Jérome as chief executive. Indosuez, which holds 215 billion euros of client assets, is also the company's largest client.
Details
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