FIDx key facts
- Operator of a product-agnostic retirement platform intended to provide holistic systems to address investors' changing needs.
- It has raised $46.5M; the latest was Later Stage VC in Jun 2025.
- Notable investors include Franklin Resources, Invesco, Axonic Insurance Services, Envestnet, Global Atlantic Financial Group — 6 tracked in total.
- Status: Privately Held (backing).
FIDx leadership
- Jon HallidayChief Technology Officer
- ·Watch FIDx: the Monday email on marks, rounds and moves
FIDx funding rounds
No funding rounds for FIDx are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
FIDx investors
6 investors are on record for FIDx, including Franklin Resources, Invesco, Axonic Insurance Services and Envestnet.
Who runs FIDx
1 person is listed on the FIDx team: 1 executive, including Jon Halliday (Chief Technology Officer). 1 of them have a verified direct contact on file.
About FIDx
Operator of a product-agnostic retirement platform intended to provide holistic systems to address investors' changing needs. The company's platform is a technology-empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance packages from the industry's leading carriers, enabling insurance advisors to offer income and downside protection as core components of their client's portfolios integrated within the same wealth management platforms they already use every day.
- Sector
- Information Technology
- HQ
- Berwyn, PA, United States
- Founded
- 2017
- Employees
- 67
- Website
- fidx.io/
- Ownership
- Privately Held (backing)
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FIDx doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.