Niklas Lindberg
Corporate Officer/Principal at Wealth Dynamix Ltd.
Network origin in Niklas Lindberg first degree
Entity | Entity type | Industry | |
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Wealth Dynamix Ltd.
Wealth Dynamix Ltd. Packaged SoftwareTechnology Services Wealth Dynamix Ltd. provides end-to-end intelligent Client Lifecycle Management (CLM) technology platforms to private banks and wealth management firms. Wealth Dynamix is based in Shoreditch, UK, and the CEO of the private company is Gary Robert Linieres. The British company's modular CLM solution covers all client lifecycle steps from engagement to management and re-engagement. Wealth Dynamix's CLM solutions help cut costs, increase process efficiency, and ensure premium client service in wealth management and private banking. The company's CLM solutions also help compliance teams ensure that all documents and data required for compliance are captured and that the right checks are made at the right time.
1
| Private Company | Packaged Software | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Niklas Lindberg via their personal network
Company | Sector | Related people | Main position |
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Wealth Dynamics Ltd.
Wealth Dynamics Ltd. Packaged SoftwareTechnology Services Part of SAS Rue la Boétie, Wealth Dynamics Ltd. is a British company that provides software development and IT consulting services. The company is based in London, UK. The company was founded in 2012 by Gary Robert Linieres, Brent Randall. Gary Robert Linieres has been the CEO since 2012. Wealth Dynamics was acquired by CA Indosuez Wealth (Asset Management) on January 26, 2023. | Packaged Software | Founder | |
Third Financial Software Ltd.
Third Financial Software Ltd. Packaged SoftwareTechnology Services Third Financial Software Ltd. provides wealth management software. It offers software and platform services. The firm’s solutions include tercero cloud, tercero wealth and tercero digital. The company was founded in 2008 and is headquartered in London, the United Kingdom. | Packaged Software | Founder |
Statistics
International
United Kingdom | 3 |
Sectoral
Technology Services | 3 |
Operational
Chief Executive Officer | 2 |
Founder | 2 |
Director/Board Member | 1 |
Most connected contacts
Insiders | |
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Gary Robert Linieres | 3 |
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