Gary Robert Linieres

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.

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.

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.