Co-founders Gary Linieres, 50, Brent Randall, 54, and Spencer Clark, 41, started WDX in 2012. Its niche customer relationship management platform is used by wealth managers and family offices in the UK and on the Continent. The Financial Conduct Authority’s call for tighter regulation of customer records has been a boon for this London business, which saw sales climb to £6.2m last year. It launched in America in February with an office in Miami, and also has one in Vilnius, Lithuania.

This profile reflects the company at time of publication and does not reflect any changes that may have subsequently occurred. Fast Track and its sponsors do not endorse, guarantee or recommend investment in any of the companies.

Company details
Year2017
Rank18
CompanyWDX
ActivityWealth management platform
LocationCentral London
Average 3 year sales growth155.25%
Latest sales £000s*6,172
Staff40
Founded2012
Websitewww.wealth-dynamix.com

If applicable:

* supplied by company † annualised figure