When was FIDX founded?

FIDX was founded in 2017 and raised its 1st funding round 4 years after it was founded.

Where is FIDX located?

FIDX is headquartered in Berwyn, United States.

Who is the current CEO of FIDX?

Rich Romano of FIDX. They have also founded 1 company.

How many employees does FIDX have?

As of May 31, 2026, the latest employee count at FIDX is 69.

Is FIDX a funded company?

FIDX is a funded company, having raised a total of $15.9M across 4 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on Jun 04, 2021.

When was the latest funding round of FIDX?

FIDX's latest funding was a $***** Series B round on Jun 17, 2025, with participation from 3 investors. Its primary sector is Insurance IT. In United States, the Insurance IT sector has seen $1.21B in funding in 2026 to date.

Where does FIDX rank among its competitors?

FIDX ranks 8th amongst 434 active competitors, of which 65 are funded. It stands 8th in terms of total funding among its competitors. The most recent competitor to raise funding was Sixfold, which secured $30M in Jan, 2026.

Who are the top competitors of FIDX?

FIDX's top competitors include Wefox, Agentero and 180 Seguros. Among them, Sixfold secured the most recent funding round in January, 2026.

FIDX - 2026 Company Profile, Team, Funding & Competitors

FIDX is a series B company based in Berwyn (United States), founded in 2017 by Rich Romano. It operates as a Provider of technology solutions connecting brokerage, insurance, and advisory ecosystems. FIDX has raised $15.9M in funding from Prudential. The company has 434 active competitors, including 65 funded and 45 that have exited. Its top competitors include companies like Wefox, Agentero and 180 Seguros.

Company Details

Provider of technology solutions connecting brokerage, insurance, and advisory ecosystems. It offers a platform facilitating annuity research, purchase, and monitoring, integrated with financial planning tools. The platform streamlines the process, improving efficiency and reducing errors. This includes features for planning, research, proposal generation, application processing, management of in-force transactions, and reporting. The technology is designed to help financial professionals grow their business by offering clients guaranteed income and protection solutions more easily. The company does not provide financial or insurance advice or sell financial products.

Website: fidx.io
Email ID: *****@fid-x.com
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Berwyn, United States

Stage

Series B

Total Funding

$15.9M in 4 rounds

Latest Funding Round

Series B, Jun 17, 2025, $*****

Investors

Prudential & 3 more

Ranked

8^th among 434 active competitors

Employee Count

69 as on May 31, 2026

Similar Companies

Wefox & 498 more

View FIDX's full profile

FIDX is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
Fiduciary Exchange LLC CIN: 82-3180613 , United States, Active	Dec 31, 2016	-	-	-

FIDX has raised a total funding of $15.9M over 4 rounds. Its first funding round was on Jun 04, 2021. Its latest funding round was a Series B round on Jun 17, 2025 for $*****. 3 investors participated in its latest round. FIDX has 4 institutional investors.

Here is the list of recent funding rounds of FIDX:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 17, 2025	3042426	Series B	5889820	9212130	3685750	1738101
Mar 15, 2024	5732236	Series B	6102906	5379138	5553284	8784479
Nov 18, 2022	9702057	Series A	2904503	8454637	3647927	2908074

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View details of FIDX's funding rounds and investors

The founders of FIDX is Rich Romano. Rich Romano is the CEO of FIDX.

Here are the details of FIDX's key team members:

Rich Romano: Co-Founder & CEO of FIDX and founder of 1 other company. They serve on the board of 1 company.
Contact Info: 2 email addresses

FIDX's Board of Directors

FIDX's board has 17 active members. James Warren, Rich Romano, Dan MacKinnon, Minh Bui, Paul Hondros, RICHARD ANESER, NATE EINHORN, JOSHUA MAYER, William Crager, Tom Sipp, SUZANNE NIEMEYER, PAUL J HONDROS, DYLAN TYSON, RICHARD ROMANO, Dana D'Auria, Paula Nelson and Tom Sipp are independent board members.

Here is the list of FIDX's board of directors:

Name	Type	Representing	Status	Duration
James Warren	Independent board member	-	Current	2y 3m
uhylzrq	Independent board member	-	Current	8y 1m
gbxtzdr	Independent board member	-	Current	9y 1m
aufhfhc	Independent board member	-	Current	9y 4m
ppelyhk	Independent board member	-	Current	7y 5m
zkgdqem	Independent board member	-	Current	4y 7m
zgj{kdk	Independent board member	-	Current	3y 7m
cncsibw	Independent board member	-	Current	9y 5m
fprxfkr	Independent board member	-	Current	1y 3m
ovzldqc	Independent board member	-	Current	7y 1m
hjfmebk	Independent board member	-	Current	9y 7m
fcpblzj	Independent board member	-	Current	1y 1m
oneqwug	Independent board member	-	Current	3y 3m
tzvvmle	Independent board member	-	Current	5y 5m
wsbtxes	Independent board member	-	Current	1y 7m
{fjzxtx	Independent board member	-	Current	1y 5m
zrrcwia	Independent board member	-	Current	7y 6m

View details of FIDX's Founder profiles and Board Members

FIDX's employee count trend

FIDX has 69 employees as of May 26. Here is FIDX's employee count trend over the years:

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Top competitors of FIDX include Wefox, Agentero and 180 Seguros. Here is the list of Top 10 competitors of FIDX, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wefox 2015, Roggwil (Switzerland), Acquired	App-based P&C insurance comparison platform for individuals	$1.61B	Mubadala, Target Global & 61 others	69/100
2nd	Agentero 2017, Berkeley (United States), Series A	App-based agency management solutions for insurance agents	$23.5M	Foundation Capital, Mundi Ventures & 7 others	67/100
3rd	180 Seguros 2020, Brazil, Series A	Platform offering personalized home insurance solutions	$52M	8VC, FJ Labs & 9 others	62/100
4th	Sixfold 2023, New York City (United States), Series B	AI-based platform offering software for insurance intermediaries and agency management	$51.5M	Brewer Lane Ventures, Salesforce Ventures ... & 4 others	61/100
5th	Stubben Edge 2010, London (United Kingdom), Series A	Cloud-based insurance agency management solutions for insurance brokers	$37.1M	Dowgate Wealth, Euroblue Investments & 48 others	60/100
6th	COVU 2004, Redwood City (United States), Series B	Provider of insurance agency management solutions	$50M	ManchesterStory Group, Benhamou Global Ventures ... & 8 others	60/100
7th	Coverstack 2010, Mumbai (India), Series A	Insurtech platform providing no-code, plug-and-play insurance infrastructure solutions	$55.8M	Accel, SAIF Partners & 12 others	60/100
8th	FIDX 2017, Berwyn (United States), Series B	Provider of technology solutions connecting brokerage, insurance, and advisory ecosystems	$15.9M	Invesco Mutual Fund, Prudential & 2 others	59/100
9th	Zywave 1995, Milwaukee (United States), Acquired	Provider of cloud-based agency management solutions for the insurance industry	-	Vista Equity Partners, Manulife Investment Management ... & 2 others	55/100
10th	Keystone Agency Partners 2020, Harrisburg (United States), Acquired	Insurance agency management solutions for the insurance industry	-	Flexpoint Ford, Madison Capital Funding & 2 others	55/100