Fiduciary Exchange LLC
PrivateLast Round
Early Funding
Jun 17, 2025
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Fiduciary Exchange LLC is a fintech company that provides a technology platform connecting financial professionals to insurance companies for annuity and insurance solutions.
Sector
FinTech
Verticals
InsurTech, Wealth Management, Data Integration, API Management
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiduciary Exchange LLC Comparables
Compare Fiduciary Exchange LLC with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Envestnet | 85% | |
| Luma Financial Technologies | 83% | |
| DPL Financial Partners | 80% |
Fiduciary Exchange LLC Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Jun 17, 2025 | ||||
| Early Funding | Nov 17, 2022 |
Key People
Founding team and executive leadership
Fiduciary Exchange LLC Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Invesco Ltd. | Early Funding |
| Franklin Templeton | Early Funding |
| Franklin Templeton Digital Assets | Early Funding |
| Prudential Financial | Early Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Monthly visitors increased 61% MoM, reaching 4.5K.
- Apr 21, 2026
Insurance Exchange Express (IX Express) launched with iPipeline.
Fiduciary Exchange LLC Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
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