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Wealthdynamix
The Information Security & Data Privacy Manager at Wealth Dynamix owns the company's information security governance, risk, and compliance program, including the ISMS and security policy framework. The role collaborates with Technology, Product, Legal, and senior leadership to ensure products meet regulatory and client security expectations while providing input on privacy compliance activities. Responsibilities include managing security budgets, coordinating audits, overseeing third-party risk, and reporting security posture to the Board and Executive Committee.
Headquarters
London, England, United Kingdom
Company Size
51-200 employees
Founded
2012
Wealth Dynamix provides intelligent Client Lifecycle Management (CLM) software — including CRM and digital onboarding — tailored for private banks, wealth managers and asset managers. Its platform helps firms prospect, onboard and manage clients, streamline operations and grow assets under management (AuM). Wealth Dynamix emphasizes data-driven client insights, personalised communications and integration with existing systems to improve advisor productivity and client experience. Firms use it to automate onboarding, maintain compliance and deliver scalable, innovative wealth services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealthdynamix.
Wealthdynamix didn’t post a salary, so this is our estimate from similar listings.
4% below the average for this role