FeeX is a venture-backed FinTech startup revolutionizing wealth management by making it possible for financial advisors to actively manage 401(k) and other held away accounts. Our solution empowers advisors to offer comprehensive, holistic services to their end clients, and enables end clients to rest assured that the entirety of their portfolios are purposely directed. FeeX clients range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms.
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