Insights

Market Positioning Financial Clarity by Design operates within the competitive financial services industry, with a moderate size team of 11-50 employees and an annual revenue range of 10 to 25 million dollars, indicating potential for growth and opportunity to expand client base.

Client-Centric Mission The company's focus on helping clients build and preserve wealth through clarity in financial decision-making suggests an openness to advanced advisory tools and personalized services, presenting sales prospects for financial technology solutions.

Digital Engagement With a robust tech stack including Google Analytics, FMG Suite, and JSON-LD, the company actively utilizes digital marketing and data analysis, offering opportunities for sales of marketing automation, analytics, or website optimization products.

Industry Networking As a registered investment advisory firm working through Osaic Wealth, Financial Clarity by Design may be interested in compliance tools, advisory platforms, or integrations that enhance regulatory adherence and operational efficiency.

Competitor Insight Aligned with industry giants like Charles Schwab and Fidelity, but operating at a smaller scale, the company could benefit from scalable financial technology solutions and strategic partnerships aimed at boosting competitive advantage and client engagement.

Similar companies to Financial Clarity by Design

Financial Clarity by Design Tech Stack

Financial Clarity by Design uses 8 technology products and services including Open Graph, FMG Suite, Mailgun, and more. Explore Financial Clarity by Design's tech stack below.

Open Graph
Content Management System
FMG Suite
Content Marketing
Mailgun
Email
JSON-LD
Javascript Frameworks
Google Maps
Maps
Site24x7
Real User Monitoring
HSTS
Security
Google Analytics
Web Analytics

Media & News

Financial Clarity by Design's Email Address Formats

Financial Clarity by Design uses at least 2 format(s):

Financial Clarity by Design Email Formats	Example	Percentage
First@mcneelyfinancial.com	John@mcneelyfinancial.com	100%
First@financialclaritybydesign.com	John@financialclaritybydesign.com	67%
FLast@financialclaritybydesign.com	JDoe@financialclaritybydesign.com	33%

Frequently Asked Questions

Where is Financial Clarity by Design's headquarters located?

Financial Clarity by Design's main headquarters is located at 702 East Willow Drive Spencer, Wisconsin 54479 United States. The company has employees across 1 continents, including North America.

What is Financial Clarity by Design's phone number?

You can contact Financial Clarity by Design's main corporate office by phone at

+1-715-659-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Clarity by Design's official website and social media links?

Financial Clarity by Design's official website is financialclaritybydesign.com and has social profiles on LinkedIn.

What is Financial Clarity by Design's NAICS code?

Financial Clarity by Design's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Clarity by Design have currently?

As of March 2026, Financial Clarity by Design has approximately 11 employees across 1 continents, including North America. Key team members include President: K. P.President: B. A. D. M. N.Certified Financial Planner - Investments And Insurance - Owner/President: J. M.. Explore Financial Clarity by Design's employee directory with LeadIQ.

What industry does Financial Clarity by Design belong to?

Financial Clarity by Design operates in the Financial Services industry.

What technology does Financial Clarity by Design use?

Financial Clarity by Design's tech stack includes Open GraphFMG SuiteMailgunJSON-LDGoogle MapsSite24x7HSTSGoogle Analytics.

What is Financial Clarity by Design's email format?

Financial Clarity by Design's email format typically follows the pattern of First@mcneelyfinancial.com. Find more Financial Clarity by Design email formats with LeadIQ.

When was Financial Clarity by Design founded?

Financial Clarity by Design was founded in 1974.

Financial Clarity by Design

Q: How many employees does Financial Clarity by Design have currently?

Financial Clarity by Design has approximately 11 employees.

Q: What technology does Financial Clarity by Design use?

Financial Clarity by Design's tech stack includes GoDaddy, JSON-LD, Datadog, HSTS, Amazon S3.

Q: What is Financial Clarity by Design's NAICS code?

Financial Clarity by Design's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States11-50 Employees

The mission of Financial Clarity by Design is to inform our clients on how to help build and preserve their wealth and to lead them down the path to obtaining their financial goals and dreams. We strive to bring clarity to financial decision making.


Securities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

www.finra.org 
www.spic.org 

Facebook: https://www.facebook.com/FinancialClaritybyDesign