FIDx: Funding, Investors & Team (Sep 2026)
FIDx offers services for retirement and wealth planning, financial advice, and protection planning for individuals and families.
FIDx has raised $44.0M across 5 funding rounds on record, the most recent an undisclosed round announced in Jun 2025.
FIDx Company Profile and Key Stats
Latest funding round on record: Jun 2025.
FIDx Funding Rounds
1 of 5 rounds was announced without a disclosed amount and is excluded from the total.
FIDx raised $2.7M in an undisclosed round announced in Jun 2021.
9 months later, a Debt Financing of $5.0M was announced in Mar 2022.
8 months later, an undisclosed round of $24.3M was announced in Nov 2022.
1.3 years later, an undisclosed round of $12.0M was announced in Mar 2024.
1.3 years later, an undisclosed round was announced in Jun 2025 with no disclosed amount.
FIDx Founders and Leadership Team
Contact details for the FIDx team: 1 of 1 has an email address on file.
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FIDx Funding FAQs
What does FIDx do?
FIDx offers services for retirement and wealth planning, financial advice, and protection planning for individuals and families.
How much funding has FIDx raised?
FIDx has raised $44.0M across 5 rounds on record.
When did FIDx last raise funding?
FIDx's most recent funding round on record was announced in Jun 2025. The amount was not disclosed.
Who is the CEO of FIDx?
Rich Romano is listed as CEO at FIDx.
Where is FIDx headquartered?
FIDx is based in Berwyn, Pennsylvania, United States.
How many employees does FIDx have?
FIDx is in the 51-100 employee band.
About FundedIQ's FIDx Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for FIDx is left off this page rather than filled in.
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