About

Wealth Dynamix provides award-winning client lifecycle management solutions to the wealth and asset management industries.

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WHY WEALTH DYNAMIX?

If your Client Lifecycle Management (CLM) is failing to deliver a holistic 360-degree client view, and is impacting client acquisition and retention, discover how you can win with Wealth Dynamix.

1

REVOLUTIONISING CLIENT LIFECYCLE MANAGEMENT

2

TRANSFORMATIONAL TECHNOLOGY

3

INDUSTRY EXPERTISE

4

PARTNERING FOR SUCCESS

DELIVERING RETURN ON INVESTMENT

KEY NUMBERS

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1960

year founded

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49

employees

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7

institutional clients

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0%

project delivery track record

OUR HISTORY

First delivery of CRM solution to client

Launching of CLM solution called WDX1, first N.America client

5th fastest growing Fintech in Europe, launch in APAC

2012

Founded by Gary Linieres and Brent Randall

2013

First delivery of CRM solution to client

2015

Report 700% revenue growth and first award win

2016

Launching of CLM solution called WDX1, first N.America client

2017

Completes largest wealth management cloud delivery in Europe

2018

5th fastest growing Fintech in Europe, launch in APAC

2019

Signs bank project delivering in 8 global regions

Founded by Gary Linieres and Brent Randall

Report 700% revenue growth and first award win

Completes largest wealth management cloud delivery in Europe

Signs bank project delivering in 8 global regions

1

and counting!

AWARDS

We’re prolific award winners across all parts of the globe, here are some of our latest wins:

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OUR MANAGEMENT
TEAM

Introducing one of the most experienced WealthTech management teams, with over 250 years of technology and industry know-how.

GARY LINIERES

Chief Executive Officer

20+ years technology experience, serial wealth management technology founder.

BRENT RANDALL

Chief Operating Officer

20+ years software development experience for front-to-back wealth management solutions.

NATALIE LEVINE

25+ years experience in delivering large scale technology projects to the wealth management sector.

Chief Technology Officer

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DOMINIC SNELL

Product Strategy Director

15+ years experience in CRM Strategy, business analysis and solution implementation, ex-Barclays Wealth. 

ANTONY BREAM

MD – EMEA & Americas

20+ years sales, management and advisory experience with software technology companies.

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DOMINIC GAMBLE

Head of Asia Pacific

20+ years in wealth and WealthTech, ex-Credit Suisse and Deutsche Bank private banker.

DAVID BACKX

Head of Continental Europe 

8+ years experience in delivering technology solutions successfully in financial services and making it stick.

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JOHNNY BELOE

Head of Pre-Sales

10+ years wealth management technology experience in consulting and pre-sales of front-to-back office solutions.

LUCY HEAVENS

Marketing Director

19+ years experience in FinTech, planning and executing successful marketing strategies.

FRANCOIS DE LESCURE

Sales Director, Southern Europe

10+ years experience in technology solution sales and management, and developing relationships with senior decision-makers.

CLAIRE MAYES

Operations Director

18+ years experience delivering large scale technology projects to the financial services industry.

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