FIDx (Fiduciary Exchange, LLC), an Envestnet company, is a financial technology firm founded in 2018. The company's mission is to bridge the gap between wealth management and insurance by providing a seamless, end-to-end platform for financial advisors. This platform, known as the Insurance Exchange (Ix), allows advisors to plan, research, propose, and manage annuities and other protection products directly within their existing wealth management workflows, connecting them to a network of leading insurance carriers.

Founded in

United States