Berwyn, PA – According to filings with the U.S. Securities and Exchange Commission, Fiduciary Exchange is raising $24,310,130.00 in new funding. Sources indicate as part of senior management Chief Executive Officer, Rich Romano played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Fiduciary Exchange
FIDx is 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. Motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors changing needs, FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients portfolios integrated within the same wealth management platforms they already use every day. An independent technology firm led by seasoned industry veterans and built from the ground up? as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security.

To learn more about Fiduciary Exchange, visit http://fid-x.com/

Contact:
Rich Romano, Chief Executive Officer
484-325-2160
https://www.linkedin.com/in/rich-romano-0813014/

SOURCE: http://www.intelligence360.io
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