---
title: "Wealth Dynamix"
canonical: "https://www.metaintro.com/company/wealth-dynamix"
language: "en"
industry: "Banking"
headquarters: "LONDON, UNITED KINGDOM"
website: "https://wealth-dynamix.com/"
open_roles: 3
---

# Wealth Dynamix

Prospect, onboard & manage clients via our innovative CLM platform. Helping firms grow AuM, streamline operational processes and deliver innovative service.

## Open roles

- [Senior Technical Project Manager - German Speaking - Hybrid](https://www.metaintro.com/job/senior-technical-project-manager-german-speaking-hybrid-at-wealth-1ae1727b-3148-59bd-8c51-57b83566830b) — London, England, United Kingdom, Hybrid
- [Test Lead - SAAS - Fintech](https://www.metaintro.com/job/test-lead-saas-fintech-at-wealth-dynamix-99c0a1a3-10ca-54ab-88f0-2cf8b7c86011) — London, England, United Kingdom, Hybrid
- [Senior Technical Project Manager - SDLC - Fintech](https://www.metaintro.com/job/senior-technical-project-manager-sdlc-fintech-at-wealth-dynamix-6249b135-8453-58e5-819e-d5c746e8868b) — London, England, United Kingdom, Hybrid

[View all 3 roles](https://www.metaintro.com/company/wealth-dynamix/jobs/all)

## Customers

All 4 companies Wealth Dynamix names as customers.

### Customers

- mirabaud
- [whitman](https://www.metaintro.com/company/whitman)
- charles-stanley
- rothschild

## AI launches and partners

What Wealth Dynamix has launched and who it works with on AI.

- **Deeper client insights** (Launch): Wealth Dynamix uses AI and machine learning to provide insights into clients, analyse real-time data and visualise trends into client sentiment to help recommend products and services.
- **Technologies such as AI and machine learning** (Launch): Wealth Dynamix helps firms organise data into optimised, proven logical data models to more effectively leverage technologies such as AI and machine learning.

## Skills they ask for

Most frequent across open postings.

### Most requested skills

- Conflict resolution
- Risk management
- Release management
- Agile/Scrum
- CI/CD
- Continuous delivery

### Tech stack

- **Analytics:** Google Analytics, Google Tag Manager, Google Analytics 4
- **Security:** OneTrust
- **Libraries:** Moment.js, jQuery, Swiper, Font Awesome
- **CDN:** jsDelivr, Cloudflare, cdnjs
- **Marketing:** HubSpot
- **CMS:** HubSpot CMS, WordPress

## Similar companies

Companies in the same industry as Wealth Dynamix that are hiring now.

- [Kotak Mahindra Bank](https://www.metaintro.com/company/kotak-mahindra-bank) — 16,519 open roles
- [Capital One](https://www.metaintro.com/company/capital-one-8dfd13f4) — 5,837 open roles
- [Wells Fargo](https://www.metaintro.com/company/wells-fargo) — 4,260 open roles
- [MB Bank](https://www.metaintro.com/company/mb-bank) — 3,005 open roles
- [OCBC](https://www.metaintro.com/company/ocbc) — 1,415 open roles
- [Scotiabank](https://www.metaintro.com/company/scotiabank) — 1,198 open roles
- [U.S. Bank](https://www.metaintro.com/company/u-s-bank) — 1,157 open roles

## Questions about Wealth Dynamix

### Is Wealth Dynamix hiring?

Yes. As of November 3, 2026, Wealth Dynamix has 3 open roles on Metaintro. 2 were posted in the last 30 days. The most are in Product/Project Management (2) and Quality Assurance (1).

### Does Wealth Dynamix offer remote or hybrid work?

60% of open roles are hybrid and 0% are remote.

### Who are Wealth Dynamix's customers?

Wealth Dynamix names 4 customers, including mirabaud, whitman, charles-stanley, and rothschild.

### What skills does Wealth Dynamix look for?

Its open roles most often ask for Conflict resolution, Risk management, Release management, Agile/Scrum, and CI/CD.