Strategic Wealth Designers Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Strategic Wealth Designers's estimated annual revenue is currently $21.8M per year.(i)
  • Strategic Wealth Designers's estimated revenue per employee is $225,155

Employee Data

  • Strategic Wealth Designers has 97 Employees.(i)
  • Strategic Wealth Designers grew their employee count by 11% last year.

Strategic Wealth Designers's People

NameTitleEmail/Phone
1
OwnerReveal Email/Phone
2
Director Financial PlanningReveal Email/Phone
3
Director First ImpressionsReveal Email/Phone
4
Director First ImpressionsReveal Email/Phone
5
Director CultureReveal Email/Phone
6
Director Special ProjectsReveal Email/Phone
7
Marketing, Senior Relationship ManagerReveal Email/Phone
8
Senior Relationship ManagerReveal Email/Phone
9
Digital Media ManagerReveal Email/Phone
10
PresidentReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$66.1M2609%N/AN/A
#2
$12.9M68-3%N/AN/A
#3
$631.7M16325%N/AN/A
#4
$85.3M247-9%N/AN/A
#5
$276.4M9409%N/AN/A
#6
$28.1M1185%N/AN/A
#7
$570.4M16884%N/AN/A
#8
$16.8M65-3%N/AN/A
#9
$100.8M461N/AN/AN/A
#10
$27.9M133-1%N/AN/A
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What Is Strategic Wealth Designers?

Strategic Wealth Designers is an independent financial planning firm serving Louisville, KY, Denver, CO, Cincinnati, OH, Indianapolis, IN, Lexington, KY and Plainfield, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs. Founded in 2002 by Matt Dicken, Strategic Wealth Designers (SWD) is an independent financial services firm focused on safer money strategies. Matt founded the firm to fulfill his dream of educating the public on the financial mistakes many stock brokers and advisers convince people to make with their investments. Because SWD is not owned or controlled by other financial institutions, we are free to offer our clients the best products and are not limited by quotas. We pride ourselves as being a independent fiduciary planning firm. SWD investment strategies provide clients with a worry and stress free road to retirement. We are proud to be named on the Inc 5000's fastest private growing companies of 2020. We also are A+ certified by the Better Business Bureau. Learn more what it is like to work for our retirement planning firm by visiting https://SWDgroup.com/Careers We are confident we are unlike any financial planning firm you have seen before!

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Total Funding

97

Number of Employees

$21.8M

Revenue (est)

11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$35.1M97-4%N/A
#2
$23.9M9729%N/A
#3
$7.5M9718%N/A
#4
$30.9M97-4%N/A
#5
$28.6M979%N/A