About us
Transform your organisation today with tomorrow’s technology
Our Client Lifecycle Management solution is changing the game for wealth management firms of all sizes across the globe.
Our story
About Wealth Dynamix
We provide wealth management firms and private banks across the globe with the ability to proactively prospect, onboard, and manage the broadest range of clients. We do this via a holistic digital-first platform designed to help wealth management firms grow AuM, streamline operational processes, remain compliant, and deliver innovative service.
Established in 2012, we are now part of Indosuez Wealth Management within the Crédit Agricole Group, providing us with scale and stability. We operate globally from our UK Headquarters, with offices in France, Switzerland, Singapore and Lithuania.
We will help you grow AuM, streamline operational processes, remain compliant and deliver innovative service.
Delivering more than just client relationship management
We create modular Client Lifecycle Management (CLM) solutions capable of much more than just client relationship management. Our solutions can be configured to connect clients across the entire lifecycle from the very first touchpoint, through onboarding and account opening to management and the ongoing transfer of wealth to the next generation.
We work with you
We work with existing technology architectures – or develop new ones – to support the broadest range of firms, from 10-person boutique investment managers and multi-family offices to global wealth managers and private banks. Our industry experts partner with your staff – from technology to the front office, from compliance to operations – to ensure the right fit for your business.
Our team
Wealth Dynamix is much more than a technology provider. We are experts in wealth management. We recognise that to be leaders in wealth-specific CLM technology, we first need to be specialists in the industry. That’s why, when you work with Wealth Dynamix, you will be speaking to those who understand your business, your challenges, and your vision.
Our staff base brings together executive-level experience – from well-known financial institutions, to ex-private bankers and those with a background in change management. When we say we’ve walked in your shoes, we mean it. Combine that with people who have worked at some of the best-known consultancies and our technical know-how, and we can say with confidence that we don’t think you will find a more complete partner to help your business achieve its goals.
Our values:
Our goal is to become your trusted partner. Our people are trusted to do the right thing – in terms of the spirit and letter – and help instil trust in all our endeavours.
We treat each other with respect and dignity in all our interactions. We celebrate the power of our diversity and take pride in making ours an inclusive culture – being proud of who we are and what we stand for.
We share a common purpose – to make a difference. We work in a collaborative manner in order to reach our full potential and create the best possible solutions. Teamworking is paramount, we work together, and we succeed together.
We are driven by our collective energy and passion to deliver excellence. We focus our energies on things that matter, ensuring that our customer is at the heart of our actions. We are energised by our pursuit of high performance.
Our mission
To digitally empower the wealth management and private banking industry to provide exceptional client experiences to a broad clientele while ensuring cost-effectiveness and scalability.
Our vision
To use intelligent technology to free wealth management and private banking staff from any administrative burden, allowing them to focus on proactively providing appropriate advice and human empathy to a broad range of clients.
Our vision is to use intelligent technology to free wealth management and private banking staff from any administrative burden, while enriching them with valuable insights, allowing them to focus on proactively providing appropriate advice and human empathy to a broad range of clients across the client lifecycle journey.
eBook: 10 Reasons to Choose Wealth Dynamix
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
Awards
We’re prolific award winners across all parts of the globe, here are some of our latest wins:
Our people
Our Management Team
Introducing one of the most experienced WealthTech management teams, with over 250 years of technology and industry know-how.
Romain Jérome
Natalie Levine
Robert Roome
Lise-Marie Adamoff-Lescroël
Dominic Snell
Francois De Lescure
Mike Lynn-Jones
Lionel Sancenot
Johnny Beloe
Cedric Neuville
Ben Altimira
Steve D'Souza
David Backx
Agustin Collazo
Juan Stoppa
Our Offices
LATEST INSIGHTS
27 January 2026
Wealth Dynamix welcomes Fiske plc as the latest SaaS CLMi client, strengthening strategic partnership with Third Financial
Wealth Dynamix welcomes Fiske plc as the latest client to go live on its CLMi SaaS platform. Delivered through our strategic integration with Third Financial, the deployment enables Fiske to further enhance its highly personalised client service while leveraging a fully connected, rapid-to-deploy Client Lifecycle Management solution.
3 min. read
26 November 2025
Why first impressions matter: Rethinking onboarding in wealth management
Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.
3 min. read
25 November 2025
Can AI automate trust in Wealth Management? Why technology must strengthen, not replace, human relationships
Artificial intelligence is reshaping wealth management, but trust remains firmly rooted in human relationships. As clients adopt AI tools at pace, private banks and wealth managers must strike the right balance between automation, personalisation and transparency. This article explores how AI can strengthen, rather than replace, the advisor–client relationship, the foundations required for safe and effective deployment, and the steps firms must take to scale personalised engagement responsibly.
5 min. read
