FIDx is a Pennsylvania-based SaaS platform that offers solutions such as brokerage and insurance advisory for the wealth management industry.
Business Model:
Revenue: $2M
Employees: 51-200
Address: 1000 Chesterbrook Boulevard
City: Chesterbrook
State: PA
Zip: 19087
Country: US
FIDx is a Pennsylvania-based SaaS platform that offers solutions such as brokerage and insurance advisory for the wealth management industry.
Contact Phone:
+14843252160
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 3/2022 | Debt Financing | $5M | 6/2021 | Seed Round | $2.7M | 1/2018 | Seed Round | $1.3M | 11/2022 | Series B | $24.3M |
Magis Capital Partners, LLC Prudential Financial Global Atlantic Envestnet |
5/2021 | Equity | $2.7M |
Magis Capital Partners |
12/2017 | Equity | $1.3M | 8/2020 | Equity | $1.1M | 11/2022 | Series B | 3 | $24.3M |
Prudential Financial Global Atlantic Envestnet Prudential Financial Global Atlantic Envestnet |
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