The entire share capital of Wealth Dynamix, a WealthTech company founded in 2012 that specializes in client lifecycle management solutions for private banks, wealth management, and asset management players worldwide, has been acquired by Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group.
This deal represents a new phase in the two companies’ merging and comes after the 2023 announcement of the purchase of a 70% majority ownership.
This enables Indosuez to boost its innovation pace and take advantage of WealthTech’s agility to provide its clients with autonomy, digitalization, and personalization in a strict regulatory environment.
By using new digital and technology capabilities for its institutional clients, this purchase broadens Indosuez’s B2B offering to financial sector organizations.
Wealth Dynamix, a leading provider of solutions specifically created for the wealth management industry in the areas of client onboarding, client lifecycle management (CLM), and customer relationship management (CRM), has its headquarters in the United Kingdom and operates internationally through offices in France, Switzerland, and Lithuania. The company employs over 150 professionals.
Financial institutions may efficiently manage their client connections, expedite their onboarding procedures, and provide highly customized advisory services thanks to these technologies.
Wealth Dynamix serves a broad spectrum of companies, including private banks, multinational wealth managers, multi-family offices, and investment managers with ten staff members.
For the second year in a row, the company has been named one of the WealthTech100, demonstrating its standing as one of the most cutting-edge technology suppliers in the worldwide wealth management sector.
It is expanding its platform to key industry players and has lately inked several significant alliances with European financial institutions.
Wealth Dynamix will maintain its independent governance structure as part of this strategic evolution to maintain its innovative culture and quick product development. At the same time, it will take advantage of the power and resources of a multinational financial institution to boost its investments in security, R&D, and AI.
