Startups
FIDx is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers.
Motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors’ changing needs, FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients’ portfolios—integrated within the same wealth management platforms they already use every day.
An independent technology firm led by seasoned industry veterans and built from the ground up as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security.
Motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors’ changing needs, FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients’ portfolios—integrated within the same wealth management platforms they already use every day.
An independent technology firm led by seasoned industry veterans and built from the ground up as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security.
Overview
Location
United States, Pennsylvania, Berwyn
Employees
51-200
Total raised
$5M
Founded date
2017
Funding Rounds 1
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 5
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jun 4, 2021 | ENVESTNET, INC. Envestnet : FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange | AIG Advisory Annuities Enable Firms & Advisors Using FIDx Technology to Access Protected Income Solutions to Better Serve Retired Clients by Fiduciary Exchange, LLC - June 2, 2021 BERWYN, Pa, June 2, 2021 -- Envestnet, Inc. (NYSE: ENV) ... |
| Mar 23, 2021 | FIDx Announces New Partnership with Great American Life, Increasing Access to Industry Leading Annuity Products | |
| Mar 1, 2021 | Scott Bowers Joins Fiduciary Exchange (FIDx) as Chief Strategy & Distribution Officer | |
| FIDx | “The leading marketplace for annuities, FIDx is the easy way to research and implement annuities all within the convenience of a single wealth management platform.” |
Reviews 0
FAQ about FIDx
When was FIDx founded?
FIDx was founded in 2017.
How much funding has FIDx raised?
FIDx has raised $5M in total across 1 funding round.
What has the press written about FIDx?
Parsers VC has collected 5 articles mentioning FIDx, among them “ENVESTNET, INC. Envestnet : FIDx Announces AIG Advisory Suite of Fee-Based Annuities Now Available on Envestnet Insurance Exchange” (Jun 4, 2021) and “FIDx Announces New Partnership with Great American Life, Increasing Access to Industry Leading Annuity Products” (Mar 23, 2021).
Is FIDx still active?
Yes, FIDx is active; its latest activity on Parsers VC dates from Nov 18, 2022.