Dave Sergovic
VP, Head of Product Architecture at Fidx
Based in Berwyn, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Berwyn
Industry
Financial Services
Company size
69
Contact information
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d•••••••@fidx.io
Phone
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Background
About Dave Sergovic
FIDx is motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors’ changing needs, 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 led by seasoned industry veterans and built from the ground-up as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security.
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