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FIDx Logo
FIDx Growth Score
80
CB Rank
14953
Heat Score
73
FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.
Founded
obfuscation
PrivateVenture - Series Unknown Berwyn, Pennsylvania, United States101-250 fid-x.com
Finance
Financial Services
Retirement
Overview

FIDx
Total Funding
obfuscation
Growth Score
80
Heat Score
73

Total Funding
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score80
2 pts
in past quarter
Heat Score 73
8 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About FIDx

CB Rank
14953
FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.
Founded
obfuscation
PrivateVenture - Series Unknown Berwyn, Pennsylvania, United States101-250 fid-x.com
Finance
Financial Services
Retirement

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Venture - Series Unknown
OBF
in
obfuscation
Series B
OBF
in
obfuscation

Key People

Details

Legal Name Fiduciary Exchange LLC
Operating Status Active
Company Type For Profit
Founders  Minh Bui, Rich Romano
About the Company
FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.
Contact Email info@fid-x.com
Predictions & Insights

Growth Insight

See this Growth Insight
FIDx is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Runway Speculation

Products & Services

Insurance Exchange
A platform that allows financial professionals to research, purchase, and monitor annuities integrated with traditional assets.
Outsourced Insurance Desk (OID)
A service providing licensed agents to assist unlicensed financial professionals in recommending and managing annuity solutions for clients.

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Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 6
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
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Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 6
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown
obfuscation
Venture Round - FIDx Logo
Venture Round - FIDx
4
obfuscation
Prudential FinancialVenture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 2 Contacts 64

Employee Profiles

News

News and Press

News•Jun 25, 2026
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News•May 25, 2026
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News•May 20, 2026
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News•Apr 23, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
Bitwarden Inc. Logo
Bitwarden Inc.
73
Reddit Logo
Reddit
67

Active Website Tech Count

19FIDx is actively using 19 technologies for its website, according to BuiltWith. These include DNSSEC, LetsEncrypt, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is FIDx's headquarters? FIDx is located in Berwyn, Pennsylvania, United States.Who invested in FIDx? FIDx has 6 investors including Franklin Templeton and  Axonic Insurance.When was the last funding round for FIDx? FIDx closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are FIDx's competitors? Alternatives and possible competitors to FIDx may include Zinnia, Envestnet, and  AssetMark.How much funding has FIDx raised to date? FIDx has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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