Who we are

FIDX is transforming the annuity business by making it Smarter, Faster, and Better for everyone. Its Insurance Exchange platform fully connects financial professionals, insurance carriers, wealth management platforms and digital processing tools together for the first time, eliminating silos by creating an efficient, easy end-to-end experience. Account opening is faster, virtually eliminating NIGOs, and integration into wealth management platforms makes doing business smarter, too, by enabling greater insight with ongoing account management and reporting. Ultimately, FIDX makes the industry better by helping give more savers the power of knowing that they’ll have the income and protection they need in retirement.

As Chief Executive Officer and Co-Founder of FIDX, Rich is responsible for the company’s strategy, vision, and growth. Passionate about helping advisors deliver better outcomes to their clients, Rich is leading his team to revolutionize the way insurance products are used to achieve client retirement goals within wealth management. With 30 years of financial services consulting experience and deep domain expertise in the brokerage and insurance industries, Rich has built and managed IT consultancies and provided enterprise consulting services and subject matter expertise to the industry leaders in the insurance, retirement, and asset management space. Rich holds bachelor's degrees in Actuarial Science and Economics from Rider University and the London School of Economics.

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