Sep 25, 2017
Hitting home run, Envestnet buys FolioDynamix creating '$2-trillion' super-platform
The Chicago-based giant outsourcer buys its closest competitor for $195 million -- less than what hastily liquidating Actua paid years ago
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Joseph Mrak
3 articles
Articles tagged "Joseph Mrak"
Jan 29, 2016
Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick
With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights
Jan 15, 2013
LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's
The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings
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