About

Wealth Dynamix digitises the entire client lifecycle, from client acquisition and onboarding through to ongoing relationship management and client servicing

#1 FOR CLM TECHNOLOGY

Our mission is to provide Client Lifecycle Management (CLM) solutions for global wealth and asset managers and private banks. We will help you grow AuM, streamline operational processes, remain compliant and deliver innovative service.

OUR STORY

In 2012 we recognised that wealth managers faced three key challenges, which remain today. There is too much friction and inefficiency throughout the CLM process, compliance is a major hurdle and digitising the client experience and service is a marathon not a sprint.

“Wealth Dynamix was borne out of my passion for wealth management and frustration that the client was being poorly served,” says Gary Linieres, Co-founder and CEO. “My mission was to solve a myriad of client management issues with technology, to significantly enrich the client experience rather than focusing on servicing accounts and portfolios.”

We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey, and therefore able to orchestrate journeys throughout the client lifecycle. Our sole focus on wealth management and private banking makes us the top choice for firms wanting to achieve process efficiencies, enrich client service and ensure compliance.

5 GREAT REASONS TO WORK 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 the world’s first CRM built for wealth managers.

Extended CRM capabilities to include client acquisition and onboarding.

Enhanced user experience including the introduction of a holistic 360 degree client view to increase front office adoption.

Global pandemic acts as  a catalyst for new ways of working  digitally.

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

2020

1st APAC client

2021

CLMi launched

Industry changes post 2008 financial crisis. MiFiD rules around client suitability drive adoption of technology in the industry.

Wealth Dynamix is founded by Gary Linieres and Brent Randall

Regulations drive wealth managers to prioritise CRM and empower the front office.

Relaunched WDX1 as a full Client Lifecycle Management (CLM) solution – covering the end-to-end client journey.

Global expansion with delivery of WDX1 in Europe, Asia Pacific and United States of America.

Wealth  Dynamix brings CLMi to the market.

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 Financial Officer

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

Natalie Levine | Wealth Dynamix

NATALIE LEVINE

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

Chief Operating Officer

FRANCOIS DE LESCURE

MD – Europe

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

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DOMINIC SNELL

Product Strategy Director

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

LUCY HEAVENS

Marketing Director

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

DAVID BACKX

Director of Pre-Sales and Implementations

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.

Juan Stoppa | Wealth Dynamix

JUAN STOPPA

Head of Development

With 13+ years’ experience, Juan knows exactly how to deliver winning CRM/CLM solutions for wealth managers

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5 Reasons to Choose Wealth Dynamix

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