Craft

Fiduciary Exchange

Total Funding

$51.5 M

Fiduciary Exchange Summary

Company Summary

Overview
Fiduciary Exchange (FIDx) is a company that develops insurance technology platforms. It offers Insurance Exchange, a wealth management platform for integration with carriers, distribution firms, and other third-party providers; Outsourced Insurance Desk, a digital solution for unlicensed financial professionals; and planning tools.
Type
Private
Status
Active
Founded
2017
HQ
Berwyn, PA, US | view all locations
Website
https://fidx.io
Cybersecurity rating
Sectors

Key People

  • Rich Romano

    Rich Romano, Chief Executive Officer and Co-Founder

  • Scott Bowers

    Scott Bowers, Chief Strategy and Distribution Officer

  • Jon Halliday

    Jon Halliday, Chief Technology Officer

  • Jen Hartnett

    Jen Hartnett, SVP, Carrier Engagement

Operating MetricsView all

Carriers

25

Sep, 2025

Technology Partners

4

Sep, 2025

Trademarks (US)

2

Sep, 2025

LocationsView all

1 location detected

  • Berwyn, PA HQ

    United States

    1000 Chesterbrook Blvd., Suite 135

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