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Lebenthal Wealth Advisors Opts For FolioDynamix's Turnkey Asset Management Platform
Eliane Chavagnon
17 December 2014
Lebenthal Wealth Advisors, the wealth advisory arm of Lebenthal Holdings, has selected FolioDynamix as its turnkey asset management platform. FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account and mutual fund wrap programs, as well as full-service overlay management. FolioDynamix is a provider of web-based technology, content and advisory services for the wealth and investment advisory sectors. It was acquired by the pure-play cloud computing business firm Actua Corporation in September . Lebenthal Wealth Advisors has made a number of hires in recent months - most recently a team in the shape of Annette Hall and Charlene Fisher in New York. In September, it also added Michael Burton as relationship director at the firm’s Gallaway Stern Group in Bridgehampton, NY.