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FIDx

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A technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers

Tredyffrin Township, United StatesFounded 2017Fintech
Valuation $25–50M Last recorded · 2024
Headcount <100 Current team size
Total funding $10–50M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for FIDx and the history behind them.

At a glance

Status
Operational
Founded
2017
Headquarters
Tredyffrin Township, United States
Employees
70
Open positions
None listed
Dealroom signal
39.6/100
Industry
Fintech
Sub-industry
Insurance, Banking, Financial Management Solutions
Sector
Fintech, Insurtech Distribution and Brokerage
Business model
Marketplace & ecommerce, SaaS
Client focus
b2b

Funding history

4 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
LATE VC✓Equity / VC Jun 2025 $0 — Invesco · Franklin Templeton Investments · Prudential Financial · Axonic Insurance Services ↗
SERIES B✓Equity / VC Mar 2024 $12M $48M Undisclosed ↗
Showing the latest 2 of 4 recorded eventsBook a demo for the full funding history →

Growth signals

FIDx website traffic

Latest recorded traffic for FIDx is 4.5K monthly website visits, up 125% over the last three months. FIDx's team grew 1.4% over the past year.

Latest monthly visits4.5K 3-month web change+125% 1-year team growth+1.4%
Summary metrics are public; monthly history is available with a demoCompare with peers →

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Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

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WrapbookProvides a digital profile to facilitate onboarding, paying, and insuring project workforces compliantly Toronto, Canada Operational
Showing 8 of the closest matchesCompare every metric →

Investments and acquisitions

Capital deployed

Recent portfolio relationships for companies that also act as investors or acquirers.

Investors

6 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series B and later6 investors entered at this stage

Team profiled 3 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 3 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
1 countries with
team presence
🇺🇸 United States100%
1 country shown

Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about FIDx on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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