Indosuez WM Takes Complete Ownership Of Wealth Dynamix

Editorial Staff

20 November 2025

, the wealthtech firm, having already acquired a 70 per cent chunk of it in 2023.

At the same time, Indosuez WM said Romain Jérome, previously its chief digital officer, has become the wealthech firm’s CEO, based in London.

Indosuez said the acquisition, the financial details of which were not disclosed, will expand its B2B offering to firms within the financial sector.

UK-headquartered, Wealth Dynamix, which employs more than 150 people, also operates via offices in France, Switzerland, and Lithuania. Its main activities are client onboarding, client lifecycle management and customer relationship management. Business clients include investment houses, multi-family offices, and private banks. The firm – founded in 2012 – recently signed several major partnerships with European financial institutions.

Indosuez said Wealth Dynamix will keep its autonomous governance structure.

The new CEO started his career at BNP Paribas CIB before joining Crédit Agricole CIB (Crédit Agricole is parent of Indosuez WM). In 2019, Jérome joined Indosuez Wealth Management as chief digital officer.

When Indosuez made its majority deal in 2023 for Wealth Dynamix, it said that stake extended the collaboration initiated in 2019 between Indosuez, its subsidiary Azqore, which specialises in outsourcing information systems and processing banking operations for private banking and wealth management players, and Wealth Dynamix.

Busy M&A
The deal comes at a busy time for fintech mergers and acquisitions. , a consultancy on M&A, noted in its first-half 2025 report on the sector that financial sponsors were still “highly active,” and on both sides of deals. An example has been BlackRock’s $3.1 billion acquisition of Preqin in February, a UK-based fintech data and analytics provider. Apax Partners in May bought Finastra for $2 billion. In June, Acquiline acquired SEI’s Family Office Services business – rebranded Archway, giving it a platform looking after around $700-$730 billion of assets. That deal cost $120 million, the Goldenhill report said. Wealthsimple, a Canadian firm, acquired Plenty, a US-based developer of financial planning software, in April, for an undisclosed sum.

In other forms of M&A, examples have included Factset’s acquisition of trading management software Liquiditybook in February ($246 million paid), as well as Clearwater Analytics’ $1.5 billion purchase of investment management Saas provider, Enfusion.

Deal sizes fell in the first half of 2025 from a year before, from 272 to 118; aggregate disclosed deal sizes rose, however, the Goldenhill report said.