Financial Design Group Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 29

Employees

  • 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

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 3230 Central Park West
  • Suite 100
  • Toledo, OH 43617
  • United States
+1 (419)
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Insurance Brokers
Parent Company
Corporate Office
  • 3230 Central Park West
  • Suite 100
  • Toledo, OH 43617
  • United States
+1 (419)

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Financial Design Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Financial Design Group Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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.

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