Wealth transfer planning
The firm focuses on wealth transfer planning for families of multi-generational wealth.
Source: LinkedIn company description · Retrieved October 13, 2026
Company profilefdltd.com ↗
Financial Designs Ltd
Financial Designs Ltd. is a specialty insurance advisory firm founded in 1970.
- Headquarters
- Denver, Colorado, United StatesSource: RevenueBaseRetrieved October 13, 2026
- Employee range
- 11 to 50Source: RevenueBaseRetrieved October 13, 2026
- Founded
- 1970Source: RevenueBaseRetrieved October 13, 2026
- Published list appearances
- 25 supported appearances ↗Source: RevenueBase lists
What does Financial Designs Ltd do?
The firm focuses on wealth transfer planning for families of multi-generational wealth, and executive benefits and business planning for owners and key employees of large privately held and public companies. As a member firm of M Financial Group, Financial Designs offers institutionally priced insurance products unavailable through traditional retail or brokerage channels.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
Services & capabilities.
Executive benefits and business planning
The firm focuses on executive benefits and business planning for owners and key employees of large privately held and public companies.
Source: LinkedIn company description · Retrieved October 13, 2026
Company lists.
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
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↗Positions describe ordering within each source list. See how lists are built ↗
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Open the published source list.Financial Designs Ltd
#2 Endowment management consulting firms
Snapshot: September 27, 2026
Company information
Sources & data notes.
RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 27, 2026, October 8, 2026, October 9, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.
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