Steve Dunlap
President & COO at Foliodynamix
Steve Dunlap's Professional Contact Details
Email (Verified)
****@foliodx.com
HQ
(888) 526-6300
Location
Los Angeles, California, US
Company
Foliodynamix
Person Seniority
c_suite
Person Functions
operations
Steve Dunlap's Current Company Details
As a leader in advisory services, we deliver an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our ...
As a leader in advisory services, we deliver an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is now Envestnet. Joining the Envestnet family further expands and enhances our robust, integrated suite of products and services for enterprises and financial advisors. To learn more about Envestnet, visit www.envestnet.com or follow us on Twitter @ENVIntel.
Founded Year
2007
Organization Website
foliodynamix.com
Organization Languages
English
Organization Revenue
70000
Alexa Ranking
889370
Current Technologies
pardot
f5 big-ip
openssl
wordpress org
apache
google analytics
google font api
bootstrap framework
google maps
wistia
flowplayer
mobile friendly
addthis
trading & rebalancing
brokerage
wealth management technology
unified managed account programs
bank trust & ria solutions
wealth management platform
investment portfolio management
feebased advisory services
full wealth management lifecycle
finance
wealth management
fintech
investment management
finance technology
information technology & services
Steve Dunlap's Work History and Education
FolioDynamix
President & COO
2016 - Present
ICE Data Services
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