Fiduciary Exchange

FIDx is an Insurtech leader providing integrated tools that connect financial professionals with insurance companies and asset managers. The company empowers financial professionals through its established Insurance Exchange and the soon-to-launch Insurance Overlays Marketplace, offering commission- and fee-based insurance products. FIDx aims to make insurance solutions more accessible and manageable within client portfolios.

Funding Round: Growth Financing

Funding Amount:

Date: 17-Jun-2025

Investors: Prudential Financial, Inc., Franklin Templeton, Invesco LLC, Axonic Insurance Services

Markets: Finance, Financial Services, Retirement

HQ: Berwyn, Pennsylvania, United States

Founded: 2017

Website: https://fid-x.com

LinkedIn: https://www.linkedin.com/company/fidx

Twitter:

Instagram:

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Crunchbase: https://www.crunchbase.com/organization/fidx

Pitchbook:


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