FIDx
Insurance · Pennsylvania, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1000 Chesterbrook Blvd, Berwyn, Pennsylv...Phone Number
(877) 554-3439Website
www.fidx.ioRevenue
$21.2 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
3
4
3
2
3
About 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.Explore more
FIDx Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is FIDx your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check if FIDx has recently received funding, and reach out quickly before it becomes old news!
Check out if FIDx is spiking on competitors!
Click to see if FIDx had a recent Job posting/layoffs
Product Launch: Get notified when FIDx launches new products
Earning: See what the market has to say on FIDx recently announced quarterly report
Funding: Get notified immidiatlly once FIDx has new funding data
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at FIDx
FIDx, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to FIDx
Compare insights from companies similar to FIDx, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
FIDx is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
FIDx is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about FIDx.
FIDx Tech Stack
A closer look at the technologies used by FIDx
Most Recent Scoops
Person-Based
Person-Based
Person-Based
Person-Based
Person-Based
FIDx News & Media
FIDx Surpasses $3 Billion in Annuity Transactions, Driven by Accelerated Adoption of Its Insurance Exchange
Rapid adoption highlights growing advisor demand for integrated annuity solutions within wealth management platforms BERWYN, Pa., Sept. 9, 2025 /PRNewswire/ -- Fiduciary Exchange LLC (FIDx), the company empowering financial advisors to seamlessly incorporate annuities into their clients'...Prudential Financial Launches ActiveIncome Insurance Overlay, Delivering a New Category of Lifetime Income to Dimensional Managed Accounts
NEWARK, N.J.--(BUSINESS WIRE)--Prudential Financial, Inc. (NYSE: PRU) today announced the launch of ActiveIncome, a first-of-its-kind insurance overlay option now accessible through Dimensional Fund Advisors’ unified managed accounts (UMA) platform. ActiveIncome expands access to retirement security by pioneering an innovative new category of lifetime income to managed accounts, using a contingent deferred annuity option to address the evolving needs of retirement investors who work with registPrudential, Dimensional Fund Advisors and FIDx Collaborate to Help Reinvent Retirement Income in Wealth Management
NEWARK, N.J.--(BUSINESS WIRE)--Prudential Financial, Inc. (NYSE: PRU) today announced plans to collaborate with Dimensional Fund Advisors and Fiduciary Exchange LLC (FIDx) to bring protected lifetime income strategies to managed accounts via the FIDx Insurance Overlay marketplace. This initiative is designed to further meet the evolving needs of retirement investors who partner with registered investment advisors (RIAs), in a new, innovative way. “Working with Dimensional and FIDx to bring protiPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform
EXTON & BERWYN, Pa.--(BUSINESS WIRE)--iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, and Fiduciary Exchange LLC (FIDx), a leading insurance technology provider, today announced an expansion of their relationship to offer wealth management firms and their advisors a more complete experience to help them research, open, and manage their annuity business through a digitized solution. This announcement deepens the long-standing relations
Read more news
Top Insurance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding FIDx
Sign Up For FreeTo access detailed company insights
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' port... Read More
