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Fiduciary Exchange LLC

Fiduciary Exchange LLC

Private
Berwyn, PennsylvaniaFinTechhttps://fidx.io/

Last Round

Early Funding

Jun 17, 2025

Momentum

Top 25%

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

annuity marketplacewealth management integrationinsurance APIinsurtechembedded insuranceannuity distributionwealthtechfinancial advisor toolsAPI connectivity layerinsurance middlewareRIA softwareB2B2C platforminfrastructure SaaSworkflow automation

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Fiduciary Exchange LLC Comps

Public and private peers based on sector, stage, and business model.

Fiduciary Exchange LLC comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Fiduciary Exchange LLC Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Early FundingJun 17, 2025
Early FundingNov 17, 2022
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Key People

Founding team and executive leadership

Rich Romano

Chief Executive Officer

Executive Team

Daniel McKeefrey

Chief Financial Officer

Executive Team

Fiduciary Exchange LLC Investors

Notable investors and investment history

Fiduciary Exchange LLC investors
InvestorRounds
Invesco Ltd.Early Funding
Franklin TempletonEarly Funding
Franklin Templeton Digital AssetsEarly Funding
Prudential FinancialEarly Funding
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Market signals

Structured signals derived from secondary market and firmographic data.

  • Apr 21, 2026

    Insurance Exchange Express (IX Express) launched with iPipeline.

  • Apr 10, 2026

    Magis Capital Partners LLC provides management services.

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Fiduciary Exchange LLC Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Fiduciary Exchange LLC Filings

SEC and related filings with document metadata.

Firmographic Details

HeadquartersBerwyn, Pennsylvania
Employee Range68
Year Founded2017
Last FundingJun 17, 2025

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