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Fiduciary Exchange LLC

Fiduciary Exchange LLC

Private
Berwyn, PennsylvaniaFinTechhttps://fidx.io/

Last Round

VC Round

Jun 17, 2025

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, Investment Platforms

Business Model

B2B2C

Customer Profile

Marketplace Commission, Subscription SaaS, Services & Consulting

AI Layer

Non-AI

Keywords

annuity marketplaceinsurance exchangeannuity distributionwealth management integrationInsurTech platformfinancial advisor toolsfee-based annuitiesoutsourced insurance deskOIDannuity TAMPretirement income productsannuity lifecycle managementguaranteed income solutionsRIA tools

Historical Pricing

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Caplight Momentum Score

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Fiduciary Exchange LLC Comps

Public and private peers based on 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

RoundDateAmount RaisedValuationInvestorsSources
VC RoundJun 17, 2025
VC RoundNov 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

InvestorRounds
Franklin Templeton Digital AssetsVC Round
Prudential FinancialVC Round
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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.

TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Fiduciary Exchange LLC Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersBerwyn, Pennsylvania
Employee Range70
Year Founded2017
Last FundingJun 17, 2025

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