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Valuation
$27M
2024 Revenue
$9M(Est.)
Strategic financial services company helping retirees and pre-retirees secure their financial future with a wide variety of financial services
Last updated
In 2024, Strategic Wealth Designers's revenue reached $9M. Since its launch in 2002, Strategic Wealth Designers has shown consistent revenue growth.
Strategic Wealth Designers reached a $27M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $27M | - |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for Strategic Wealth Designers yet.
Strategic Wealth Designers employs approximately 90 people as of 2026.
Strategic Wealth Designers generates an estimated $9M in annual revenue.
Strategic Wealth Designers was founded by Matthew Dicken.
The CEO of Strategic Wealth Designers is Matthew Dicken.
Strategic Wealth Designers raised $0.
Strategic Wealth Designers has 90 employees.
Strategic Wealth Designers is headquartered in Louisville, Kentucky, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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85 associated members
Funding
$0
Team
90
Founded
2002
| Year | Milestone | Source |
|---|---|---|
| 2024 | Strategic Wealth Designers Hit $9m revenue in June 2024 | Estimated |
| 2002 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 90 employees (November 2024) |
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