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FIDx

FIDx

Fiduciary Exchange, LLC (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. 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, FIDx connects advisory firms to insurance carriers through a seamless, digitally-enabled process so advisors can truly deliver comprehensive advice and help clients reach their goals.

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About FIDx

Founded

2017

Estimated Revenue

$10M-$50M

Employees

11-50

Funding / Mkt. Cap

$33M

Category

Sector

Financials

Industry Group

Insurance

Industry

Insurance

SIC Code

63

NAICs Code

52

Location

City

Berwyn

State

Pennsylvania

Country

United States

Tech Stack (30)

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