The Engine Powering The Next Generation of Fiduciary Firms

Arming firms with an unfair advantage in health benefits

Backed by

The new way to scale.

For brokerages, consulting firms, advisory firms

For brokerages, consulting firms, advisory firms

Amplify your best people.

For the first time, increasing headcount or acquiring more teams is not the only way to grow your firm.

Our tech enables firms to 10x each employee and scale with consistent quality.

Amplify your best people.

Fidaris is purpose-built to work alongside brokerages.

We combine deep regulatory, PBM, plan design, claims data, and adjudication logic into a continuously self-updating intelligence layer, that integrates into existing pharmacy consulting workflows, equipping teams with an army of senior-level professionals.

Bring the top 0.01% of expertise to every client.

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Data-driven analytics

From industry benchmarking, RFP reconciliation, to reverse engineering claims adjudication logic, our self-updating AI models trained on proprietary logic quantifies overspend, flags ERISA violation risks, validates whether claims were processed per contract terms, and surfaces negotiation leverage points.

Data-driven analytics

From industry benchmarking, RFP reconciliation, to reverse adjudication, our AI models trained on proprietary logic quantifies overspend, flags ERISA violation risks, validates whether claims were processed per contract terms, and surfaces negotiation leverage points.

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PBM 1

PBM 2

PBM 3

PBM 4

PBM 5

PBM 1

PBM 2

PBM 3

PBM 4

PBM 5

RFP handling

From writing RFPs, evaluating responses, comparing formularies, running simulations, to answering bidder questions, bring clarity and leverage to every procurement cycle.

Ongoing monitoring

Constantly have both high-level and granular overviews of every client's plan performance, with projections and insights to be used in the next renewal or recommendations on course correction.

Why we're different

Tools aren't everything.

why we're different

Every vendor in this space will show you a tool. A contract analyzer. A report generator. A dashboard.

But a tool is only as good as the context behind it — and context is what most vendors skip.

Fidaris builds a living profile of every client and prospect you serve. Their plan structure, utilization patterns, renewal history, risk exposures — not as a one-time snapshot, but as an continuously-updating profile that every tool runs on top of.

That's what turns our tools into workflows. Your team gets proactive intelligence surfaced at the right moment, already shaped around each client's situation — no manual data pulls, no formatting, no chasing down answers.

The firms winning the next decade won't necessarily have the most tools. They'll have a system that truly leverages data and the capabilities of AI.

Every vendor in this space will show you a tool. A contract analyzer. A report generator. A dashboard.

But a tool is only as good as the context behind it — and context is what most vendors skip.

Fidaris builds a living profile of every client and prospect you serve. Their plan structure, utilization patterns, renewal history, risk exposures — not as a one-time snapshot, but as an continuously-updating profile that every tool runs on top of.

Your team gets proactive intelligence surfaced at the right moment, already shaped around each client's situation — no manual data pulls, no formatting, no chasing down answers, no fragmentation.

The firms winning the next decade won't necessarily have the most tools. They'll have a system that truly leverages data and the capabilities of AI.

Bring the top 0.01% of expertise to every client

Chart

Data-driven analytics

From industry benchmarking, RFP reconciliation, to reverse adjudication, our AI models trained on proprietary logic quantifies overspend, flags ERISA violation risks, validates whether claims were processed per contract terms, and surfaces negotiation leverage points.

Custom plan design

Advanced methodologies and clinical algorithms to design plans, maximally reducing costs without compromising quality. Custom-built, for all employer clients.

PBM 1

PBM 2

PBM 3

PBM 4

PBM 5

PBM 1

PBM 2

PBM 3

PBM 4

PBM 5

Fiduciary procurement

Procurement from a network of vetted vendors, with no financial conflicts - all vendors get a fair shot, creating a marketplace where vendors compete to truly be in the best of the employer.

Benefits

Partnering with forward-
thinking brokerages

Quality differentiation

Separate yourself by offering AI-powered optimization

Leverage your data

Every health plan that's placed is a hypothesis. With ongoing monitoring, your intelligence engine improves.

Higher client retention

Bring leverage to procurement/renewals you didn't previously have, keep clients for life with the savings.

Leverage your data

Every health plan that's placed is a hypothesis. With ongoing monitoring, your intelligence engine improves.

Up-to-date compliance

The market is changing rapidly. Take "keeping up" off your hands.

Quote savings in 7mins

Our analytical tools can run a full PBM/TPA analysis in 7mins. Show clients your value in a fraction of the time it'd take competitors.

Benefits

Benefits

Partnering with forward-thinking firms.

Quote savings in 7mins

Our analytical tools can run a full PBM/TPA analysis in 7mins. Show clients your value in a fraction of the time it'd take competitors.

Higher client retention

Bring leverage to procurement/renewals you didn't previously have, keep clients for life with the savings.

Leverage your data

Every health plan that's placed is a hypothesis. With ongoing monitoring, your intelligence engine improves.

Up-to-date compliance

The market is changing rapidly. Take "keeping up" off your hands.

Scalable capacity

Fidaris gives scalable capability on a per-client basis, with no in-house hire needed.

Quality differentiation

Separate yourself by offering AI-powered optimization.

Get started

Join the next generation

Arming firms with an unfair advantage in health benefits

Pages

Legal

Privacy policy

Terms & conditions

Fidaris 2026. All Rights Reserved

Get started

Arming firms with an unfair advantage in health benefits

Join the next generation

Pages

Legal

Privacy policy

Terms & conditions

Fidaris 2026. All Rights Reserved

Get started

Join the next generation

Arming firms with an unfair advantage in health benefits

Pages

Legal

Privacy policy

Terms & conditions

Fidaris 2026. All Rights Reserved