Strategic Wealth Designers
Valuation
$27M
2024 Revenue
$9M
Funding
$0
Team
90
Founded
2002
How Strategic Wealth Designers CEO Matthew Dicken grew Strategic Wealth Designers to $9M revenue with a 90 person team in 2024.
Strategic financial services company helping retirees and pre-retirees secure their financial future with a wide variety of financial services
Last updated
Strategic Wealth Designers Revenue
In 2024, Strategic Wealth Designers's revenue reached $9M. Since its launch in 2002, Strategic Wealth Designers has shown consistent revenue growth.
| Year | Milestone | Quote |
|---|---|---|
| 2024 | Strategic Wealth Designers Hit $9m revenue in June 2024 | |
| 2002 | Launched with $0 revenue |
Strategic Wealth Designers Valuation, Funding Rounds
Strategic Wealth Designers's most recent disclosed valuation is $27M.
Strategic Wealth Designers is a bootstrapped Consulting & Advisory startup. Founded in 2002, Strategic Wealth Designers has grown to $9M in revenue without raising any venture capital or outside funding.
As a self-funded Consulting & Advisory SaaS company, Strategic Wealth Designers has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Quote |
|---|
Founder / CEO
Matthew Dicken
Matthew Dicken is listed as Founder / CEO at Strategic Wealth Designers.
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for Strategic Wealth Designers yet.
Strategic Wealth Designers Employees & Team Size
Strategic Wealth Designers employs approximately 90 people as of 2026.
| Year | Milestone |
|---|---|
| 2024 | Reached 90 employees (November 2024) |
Frequently Asked Questions about Strategic Wealth Designers
What is Strategic Wealth Designers's revenue?
Strategic Wealth Designers generates $9M in revenue.
Who founded Strategic Wealth Designers?
Strategic Wealth Designers was founded by Matthew Dicken.
Who is the CEO of Strategic Wealth Designers?
The CEO of Strategic Wealth Designers is Matthew Dicken.
How much funding does Strategic Wealth Designers have?
Strategic Wealth Designers raised $0.
How many employees does Strategic Wealth Designers have?
Strategic Wealth Designers has 90 employees.
Where is Strategic Wealth Designers headquarters?
Strategic Wealth Designers is headquartered in Louisville, Kentucky, United States.
Data and Sources
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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