Series B - FIDx

Series B - FIDx

Investment Firm

Overview

FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.

Announced Date

Nov 10, 2022

Funding Type

Series B

Highlights

Location

United States, North America

Social

Investor Lead

Prudential Financial

Prudential Financial

No designation

Global Atlantic

Global Atlantic

No designation

Participant Investors

3

Investor Name
Participant InvestorGlobal Atlantic
Participant InvestorEnvestnet
Participant InvestorPrudential Financial

Round Details and Background

FIDx raised $24310130 on 2022-11-10 in Series B

FIDx provides retirement planning, wealth planning, financial advice, and planning services to protect individuals and families.

Company Funding History

5

Announcment DateTransaction NameNumber Of InvestorsLead InvestorMoney Raised
Jun 04, 2021
Seed Round - FIDx
-2.7M
Mar 15, 2022
Debt Financing - FIDx
-5.0M
Nov 10, 2022
Series B - FIDx
3-24.3M
Mar 18, 2024
Venture Round - FIDx
-12.0M

Recent Activity

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