Financial Design Group Overview
- Year Founded
-
1995
- Status
-
Acquired/Merged
- Employees
-
29
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Financial Design Group General Information
Description
Provider of financial services intended to help clients improve long-term financial success. The company offers financial and generational planning, retirement income strategies, estate planning, insurance services, and asset preservation, enabling individuals, medical professionals, and business owners to navigate complex financial environments and establish blueprints for retirement and wealth legacy.
Contact Information
Website
www.fdgonline.com(Operating Subsidiary)
Corporate Office
- 3230 Central Park West
- Suite 100
- Toledo, OH 43617
- United States
Corporate Office
- 3230 Central Park West
- Suite 100
- Toledo, OH 43617
- United States
Financial Design Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Financial Design Group Signals
Financial Design Group FAQs
-
When was Financial Design Group founded?
Financial Design Group was founded in 1995.
-
Where is Financial Design Group headquartered?
Financial Design Group is headquartered in Toledo, OH.
-
What is the size of Financial Design Group?
Financial Design Group has 29 total employees.
-
What industry is Financial Design Group in?
Financial Design Group’s primary industry is Other Financial Services.
-
Is Financial Design Group a private or public company?
Financial Design Group is a Private company.
-
What is Financial Design Group’s current revenue?
The current revenue for Financial Design Group is .
-
When was Financial Design Group acquired?
Financial Design Group was acquired on 06-Jan-2023.
-
Who acquired Financial Design Group?
Financial Design Group was acquired by Merit Financial Advisors.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process