FIDx Surpasses $3 Billion in Annuity Transactions, Driven by Accelerated Adoption of Its Insurance Exchange

Rapid adoption highlights growing advisor demand for integrated annuity solutions within wealth management platforms

BERWYN, Pa., Sept. 9, 2025 /PRNewswire/ -- Fiduciary Exchange LLC (FIDx), the company empowering financial advisors to seamlessly incorporate annuities into their clients' portfolios, announced its Insurance Exchange (IX) platform has surpassed $3 billion in new transaction processing volume and continues to grow.

This milestone, achieved six months after surpassing $2 billion in transaction volume in 2024, reflects the acceleration in platform adoption and underscores the significant growth in momentum of annuity solutions within the wealth management ecosystem.

"Advisors no longer need to treat annuities as a separate, complex product," said Rich Romano, CEO of FIDx. "FIDx enables advisors to deliver annuities as essential building blocks within their clients' portfolio, ensuring they have access to the income and protection solutions they need."

As client needs evolve, annuities are playing a more prominent role in providing guaranteed income solutions. FIDx is delivering technology to enable advisors with access to annuities without disrupting their current workflows. FIDx's IX platform eliminates friction by providing access to commission-based and fee-based annuities from over 20 leading carriers directly and through the wealth management platforms advisors already use. The technology streamlines the entire process, from proposal to issuance and beyond, significantly reducing NIGOs (Not in Good Order submissions) that traditionally delay or nullify contract issuance.

FIDx's acceleration also corresponds with powerful industry-wide trends. According to recent reports from LIMRA, total U.S. annuity sales reached record highs in late 2024 and have continued strong momentum into 2025. This demand is largely driven by a growing wave of retirees seeking protected sources of income in a volatile market.

"Our vision has always been clear: Let financial institutions and their advisors hit the reset button on legacy annuity processing," Romano continued. "We're making it effortless to bring annuities to their clients for holistic, balanced retirement planning." 

About Fiduciary Exchange, LLC (FIDx)
Fiduciary Exchange, LLC (FIDx) powers 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. 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, FIDx connects advisory firms to insurance carriers and asset managers through a seamless, digitally enabled process so advisors can truly deliver comprehensive advice and help clients reach their goals. To learn more, please visit www.fidx.io and follow FIDx on LinkedIn.

Media Contacts:

Sabrina Scarpa
JConnelly for FIDx
FIDx@jconnelly.com

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SOURCE Fiduciary Exchange, LLC (FIDx)