Strategic Wealth Designers Revenue and Competitors
Estimated Revenue & Valuation
- Strategic Wealth Designers's estimated annual revenue is currently $21.8M per year.
- Strategic Wealth Designers's estimated revenue per employee is $210,000
Employee Data
- Strategic Wealth Designers has 104 Employees.
- Strategic Wealth Designers grew their employee count by 7% last year.
Strategic Wealth Designers's People
Name | Title | Email/Phone |
---|---|---|
1 | EVP and Partner | Reveal Email/Phone |
2 | Events Director | Reveal Email/Phone |
3 | Director Financial Planning | Reveal Email/Phone |
4 | Director First Impressions | Reveal Email/Phone |
5 | Director First Impressions | Reveal Email/Phone |
6 | Chief Marketing Officer | Reveal Email/Phone |
7 | Director Culture | Reveal Email/Phone |
8 | Director Special Projects | Reveal Email/Phone |
9 | Media Director | Reveal Email/Phone |
10 | New Business Manager | Reveal Email/Phone |
Strategic Wealth Designers Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $66.1M | 286 | 1% | N/A | N/A |
#2 | $12.9M | 68 | -3% | N/A | N/A |
#3 | $631.7M | 1632 | 5% | N/A | N/A |
#4 | $85.3M | 325 | -3% | N/A | N/A |
#5 | $276.4M | 940 | 9% | N/A | N/A |
#6 | $28.1M | 134 | 10% | N/A | N/A |
#7 | $570.4M | 1940 | 3% | N/A | N/A |
#8 | $16.8M | 80 | 8% | N/A | N/A |
#9 | $100.8M | 461 | N/A | N/A | N/A |
#10 | $27.9M | 133 | -1% | N/A | N/A |
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!
keywords:N/AN/A
Total Funding
104
Number of Employees
$21.8M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $18.3M | 104 | 3% | N/A |
#2 | $28.1M | 104 | N/A | N/A |
#3 | $7.5M | 104 | -9% | N/A |
#4 | $28.1M | 104 | -2% | N/A |
#5 | $34.7M | 105 | -1% | N/A |