FDx Advisors Blog

Actua invests in FolioDynamix

September 15, 2014 Written by Joseph Mrak

We’re excited to announce that FolioDynamix has a new investment partner – we are becoming an Actua Company. As you know, FolioDynamix is committed to innovation and growing our business into the market-leading wealth management platform. Becoming a part of Actua will give us greater resources to win new customers, further innovate our technology and services, retain the best talent, and accelerate market share growth – while also continuing to provide you with personalized customer service as we grow.

Actua is a public company that has a proven track record of assisting in the growth of its brand companies. FolioDynamix will gain the strength of a public company with the agility and innovation of a smaller firm. From your perspective, you will continue to see FolioDynamix operate business as usual, with one exception, we will be even better and stronger.

You can learn more about Actua at www.actua.com or read the press release they issued announcing Actua’s investment in FolioDynamix.

Everyone on the FolioDynamix team is excited about entering this next chapter of our growth!  We look forward to seeing many of you in Napa for the FolioDynamix client conference next week and sharing more details.

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