BERWYN, PA — Fiduciary Exchange LLC (FIDx) has announced the addition of Bill Crager, former CEO of Envestnet, to its Board of Directors. With over two decades of leadership experience in financial services and technology, Crager is expected to play a pivotal role in shaping the company’s growth strategy and enhancing its mission to transform insurance delivery for financial advisors and their clients.
“Bill’s vision and leadership in our industry are unparalleled,” said Paul Hondros, Chairman of the FIDx Board of Directors. With a history of contributing to the foundation of FIDx’s strategy, Crager’s appointment marks a major milestone in the company’s trajectory.
Crager brings a legacy of innovation from his time at Envestnet, which he co-founded in 1999 and where he served as CEO from 2019 to 2024. Under his leadership, Envestnet advanced into a leading provider of integrated solutions for financial advisors, emphasizing data aggregation, financial planning, and investment management. These capabilities align closely with FIDx’s mission to empower advisors through technological innovation.
“Bill’s deep understanding of the financial landscape, coupled with his proven track record, will be instrumental as we continue to grow,” said Rich Romano, CEO of FIDx. The partnership between FIDx and Envestnet has already made annuity solutions accessible to advisors via the Envestnet platform, allowing FIDx to leverage Crager’s expertise in holistic financial planning and advisor-client engagement.
Reflecting on his appointment, Crager expressed enthusiasm for FIDx’s vision. “FIDx is at the forefront of innovation in the insurance industry,” he remarked. “I believe the company has tremendous potential to transform the way insurance is delivered, making it more accessible and efficient for advisors and their clients.”
Driving Innovation and Growth
Crager’s appointment exemplifies FIDx’s efforts to advance its mission of integrating insurance solutions seamlessly into the wealth management ecosystem. With his guidance, the company is poised to further enhance its tools and offerings, paving the way for greater efficiency and improved outcomes for advisors and their clients.
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