Fiduciary Exchange LLC
PrivateLast Round
Early Funding
Jun 17, 2025
Momentum
Top 10%
of companies Caplight tracks
Company Overview
Fiduciary Exchange LLC operates in FinTech and is based in Berwyn, Pennsylvania. Its latest recorded funding round was an Early Funding round in June 2025.
Fiduciary Exchange LLC is a fintech company that provides a technology platform connecting financial professionals to insurance companies for annuity and insurance solutions.
Sector
FinTech
Verticals
InsurTech, Wealth Management, API Management, Data Integration
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Non-AI
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Fiduciary Exchange LLC Comparables
Compare Fiduciary Exchange LLC with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Envestnet | 85% | |
| Luma Financial Technologies | 83% | |
| DPL Financial Partners | 80% |
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Fiduciary Exchange LLC Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Early Funding | Jun 17, 2025 | ||||
| Early Funding | Nov 17, 2022 |
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Key People
Founding team and executive leadership
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Fiduciary Exchange LLC Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Invesco Ltd. | Early Funding |
| Franklin Templeton | Early Funding |
| Franklin Templeton Digital Assets | Early Funding |
| Prudential Financial | Early Funding |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 22, 2026
Monthly visitors increased 61% MoM, reaching 4.5K.
- Apr 21, 2026
Insurance Exchange Express (IX Express) launched with iPipeline.
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Fiduciary Exchange LLC Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Fiduciary Exchange LLC's valuation, stock price, and market status.
Is Fiduciary Exchange LLC a public or private company?
Fiduciary Exchange LLC is a private company.
What is the current stock price of Fiduciary Exchange LLC?
Fiduciary Exchange LLC is a private company, so its shares have no public market price. Caplight tracks Fiduciary Exchange LLC's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Fiduciary Exchange LLC worth (valuation)?
Valuation information for Fiduciary Exchange LLC is not publicly available.
Can I buy Fiduciary Exchange LLC stock?
Fiduciary Exchange LLC shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Fiduciary Exchange LLC's last funding round?
Fiduciary Exchange LLC's most recent funding round was Early Funding on June 17, 2025.
Who are the main investors in Fiduciary Exchange LLC?
Key investors in Fiduciary Exchange LLC include Prudential Financial.
Will Fiduciary Exchange LLC IPO soon?
No public IPO plans have been announced for Fiduciary Exchange LLC.
How can I track Fiduciary Exchange LLC secondary market activity?
Caplight tracks bids, offers, and trades in Fiduciary Exchange LLC's shares on secondary markets.