FIDx is redefining how advisors deliver income, protection, and retirement solutions by modernizing an industry long stuck in outdated systems. We eliminate complexity, connect fragmented systems, and empower firms to unlock new value.
| Website | http://www.fidx.io |
| Revenue | $21.2 million |
| Employees | 69 (56 on RocketReach) |
| Founded | 2017 |
| Address | 1000 Chesterbrook Blvd Suite 135, Berwyn, Pennsylvania 19312, US |
| Technologies |
JavaScript
,
HTML
,
Twitter
+27 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning Software, Holistic Financial Planning, Wealth Management Platform, Financial Advisor Software, Insurance Technology, Financial Technology, Fintech Solutions, Insurance Software, Financial Planning Tools, Financial Data Integration, Client Portal, Investment Management Platform, Client Relationship Management, Data Aggregation, Wealthtech, Digital Advice, Retirement Planning Software, Crm For Financial Advisors, Secure Client Communication |
| Competitors | BlackRock, Envestnet, Inc, Addepar, Betterment, Wealthfront, Personal Capital, Riskalyze, Artivest, Folio Institutional, CAIS +36 more (view full list) |
Looking for a particular FIDx employee's phone or email?
FIDx Questions
The FIDx annual revenue was $21.2 million in 2026.
Colleen Ruane is the Chief Data Officer of FIDx.
56 people are employed at FIDx.
FIDx is based in Berwyn, Pennsylvania.
Top FIDx Employees
-
Colleen Ruane
Chief Data Officer at FIDx
Philadelphia, PA, US24 -
Stephen Parcel
Vice President at FIDx
Berwyn, PA, US35+ -
Doug Ford
Senior Vice President, Relationship Management at FIDx
Malvern, PA, US45+ -
Jennifer Hartnett
SVP, Carrier Engagement at FIDx
Pennsylvania, United States22 -
Stephen Morrissey
Vice President, Practice Management at FIDx
Philadelphia, PA, US15+ -
Sara Selverian
VP, Delivery Management at FIDx
Blue Bell, PA, US14 -
Brent Mondoskin
Chief Platform Officer at FIDx
New York, NY, US3 -
Michael Kazanjian
Head of Insurance Overlays at FIDx
Downingtown, PA, US35+ -
Ryan Cook
Vice President of Product Management at FIDx
West Chester, PA, US22
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