Operator of a product-agnostic retirement platform intended to provide holistic systems to address investors' changing needs. The company's platform is a technology-empowered network that integrates the brokerage, insurance and advisory ecosystems to offer annuities and insurance packages from the industry's leading carriers, enabling insurance advisors to offer income and downside protection as core components of their client's portfolios integrated within the same wealth management platforms they already use every day.
fidx.ioPart of: Philly Tech Startup Scene