# MADE FINANCIAL DESIGN

MADE FINANCIAL DESIGN is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** madefinancialdesign.com
- **LinkedIn:** https://www.linkedin.com/company/made-financial-design

## Regulatory record

- **CRD number:** 333520
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333520

## About

MADE FINANCIAL DESIGN is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- FinTech
- Enterprise Software
- Consumer

## People

- Chris Madeira — Founder & CEO

## Questions

### Who runs investment decisions at MADE FINANCIAL DESIGN?

Chris Madeira, the founder and CEO, serves as the firm's chief investment officer and lead portfolio manager. His prior roles at BlackRock and Charles Schwab focused on the design and delivery of retail-investment products, not on fundamental securities analysis, so the firm's investment approach relies on rules-based ETF portfolios rather than single-stock selection.

### Is MADE FINANCIAL DESIGN a design agency, an RIA, or a software company?

It is all three, legally bundled. The firm is a state-registered investment advisor that manages client assets directly and also operates an in-house product-design and engineering team that builds consumer-facing investment applications. The RIA license allows it to manage its own book of retail clients; the design studio serves external asset managers and banks.

### Does MADE FINANCIAL DESIGN license its technology to other advisors?

Yes. A core part of the firm's business is developing white-label digital investment experiences — including robo-advisory platforms, goal-based planning modules, and direct-indexing interfaces — for external RIAs, banks, and asset managers. Because the firm uses these same tools to manage its own advisory clients, the products are pitched as battle-tested before a client deploys them.

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Last updated: 2026-06-03T20:00:00.000Z

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