About Filbrandt
Filbrandt is a Financial Services company based in Middleton (United States) founded in 1986, and was acquired by Savant Wealth in November 2021. Retirement planning and investment management services are provided by Filbrandt. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Filbrandt was established in 1986 in Middleton, United States, within the financial services sector. Retirement planning, investment management, and related advisory services are offered to clients. Operations are centered in the United States, with focus on wealth management for individuals and possibly institutions. Leadership is provided by Managing Director Patricia Filbrandt, ensuring continuity in service delivery since inception.
- Headquarters Middleton, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website filbrandtco.com
- Social LinkedIn Facebook
- Acquired by Savant Wealth (Nov 2021)
- Investors
- Acquired bySavant Wealth
(Nov 2021)
Investors in Filbrandt
Filbrandt has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Savant Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset management services are provided by Savant Wealth. | 1986 | savantwealth.com | Rockford, United States |
Investor details for Filbrandt
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People of Filbrandt
1 people are tracked at Filbrandt (1 in leadership).
| Name | Role | Group |
|---|---|---|
Patricia Filbrandt | Managing Director | Leadership |
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Timeline of Filbrandt
2 dated milestones of Filbrandt across 35 years, from founding to its latest funding, stage changes and deals.
- Founded Filbrandt is founded.
- Exit Acquired by Savant Wealth.
Competitors of Filbrandt
Filbrandt has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Filbrandt
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Top companies in Asset Management
3 companies that operate in the same segment as Filbrandt (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Filbrandt
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Frequently Asked Questions about Filbrandt
Filbrandt was founded in 1986.
Filbrandt is headquartered in Middleton, United States.
Filbrandt was established in 1986 in Middleton, United States, within the financial services sector. Retirement planning, investment management, and related advisory services are offered to clients. Operations are centered in the United States, with focus on wealth management for individuals and possibly institutions. Leadership is provided by Managing Director Patricia Filbrandt, ensuring continuity in service delivery since inception.
Filbrandt's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Filbrandt has 1 investor. Key investors include Savant Wealth.
Yes. Filbrandt was acquired by Savant Wealth in November 2021.