Key facts
- It has raised $46.5M; the latest was Later Stage VC in Jun 2025.
- Notable investors include Franklin Resources, Invesco, Axonic Insurance Services, Envestnet, Global Atlantic Financial Group — 6 tracked in total.
- Status: Privately Held (backing).
Leadership
- Jon HallidayChief Technology Officer
- ·The complete investor list — 6 names
- ·Watchlist + deal alerts for FIDx
- ·The full record, as it builds
Funding rounds
No funding rounds for FIDx are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About FIDx
Operator of a product-agnostic retirement platform intended to provide holistic systems to address investors' changing needs. The company's platform is a technology-empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance packages from the industry's leading carriers, enabling insurance advisors to offer income and downside protection as core components of their client's portfolios integrated within the same wealth management platforms they already use every day.
- Sector
- Information Technology
- HQ
- Berwyn, PA, United States
- Founded
- 2017
- Employees
- 67
- Website
- fidx.io/
- Ownership
- Privately Held (backing)
FIDx doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in FIDx shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on FIDx in its N-PORT filings yet. We sweep new filings monthly.