FIDx Information

View Top Employees from FIDx

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redefining how advisors deliver income, protection, and retirement solutions by modernizing an industry long stuck in outdated systems.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	70 (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)

FIDx Questions

What is the annual revenue of FIDx?

The FIDx annual revenue was $21.2 million in 2026.

Who is the Chief Data Officer of FIDx?

Colleen Ruane is the Chief Data Officer of FIDx.

How many people are employed at FIDx?

56 people are employed at FIDx.

Where is FIDx based?

FIDx is based in Berwyn, Pennsylvania.

Top FIDx Employees

Colleen Ruane

Chief Data Officer at FIDx

Philadelphia, PA, US
2
- gmail.com
- fid-x.com
4
- +1 347-725-XXXX
- +1 212-588-XXXX
- +1 610-574-XXXX
- +1 610-525-XXXX
Stephen Parcel

Vice President at FIDx

Berwyn, PA, US
3
- comcast.net
- fid-x.com
- gmail.com
5+
- +1 908-788-XXXX
- +1 908-623-XXXX
- +1 908-300-XXXX
- +1 409-763-XXXX
- +1 828-430-XXXX
- +1 908-788-XXXX
Doug Ford

Senior Vice President, Relationship Management at FIDx

Malvern, PA, US
2
- hotmail.com
- gmail.com
5+
- +1 215-641-XXXX
- +1 610-331-XXXX
- +1 610-853-XXXX
- +1 610-407-XXXX
- +1 214-688-XXXX
- +1 610-648-XXXX
Sara Selverian

VP, Delivery Management at FIDx

Blue Bell, PA, US
1
- fid-x.com
4
- +1 215-542-XXXX
- +1 484-437-XXXX
- +1 215-524-XXXX
- +1 215-353-XXXX
Stephen Morrissey

Vice President, Practice Management at FIDx

Philadelphia, PA, US
1
- fid-x.com
5+
- +1 484-328-XXXX
- +1 610-251-XXXX
- +1 484-318-XXXX
- +1 484-318-XXXX
- +1 484-318-XXXX
- +1 610-730-XXXX
Jennifer Hartnett

SVP, Carrier Engagement at FIDx

Pennsylvania, United States
1
- fid-x.com
2
- +1 610-676-XXXX
- +1 610-331-XXXX
Brent Mondoskin

Chief Platform Officer at FIDx

New York, NY, US
3
- +1 517-367-XXXX
- +1 517-699-XXXX
- +1 517-755-XXXX
Ryan Cook

Vice President of Product Management at FIDx

West Chester, PA, US
2
- fid-x.com
- gmail.com
2
- +1 405-899-XXXX
- +1 732-259-XXXX
Michael Kazanjian

Head of Insurance Overlays at FIDx

Downingtown, PA, US
2
- gmail.com
- fid-x.com
5+
- +1 610-350-XXXX
- +1 610-259-XXXX
- +1 206-612-XXXX
- +1 818-317-XXXX
- +1 484-583-XXXX
- +1 610-931-XXXX