About Savant Wealth Management
Savant Wealth Management is a company based in Lincolnshire (United States) founded in 1988 was acquired by Savant Capital in January 2020. It operates as a Professional Services, and Commission-Based. Savant Wealth Management offers products and services including Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, and Estate Planning & Wealth Transfer.
- Headquarter Lincolnshire, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Savant Capital
(Jan 09, 2020)
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Products & Services of Savant Wealth Management
Savant Wealth Management offers a comprehensive portfolio of products and services, including Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, and Estate Planning & Wealth Transfer. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management services are provided for holistic planning.
Investment strategies are tailored for client financial growth.
Financial planning is offered for long-term client security.
Tax advisory services are provided for efficient compliance.
Estate planning services are designed for wealth preservation.
Funding Insights of Savant Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Savant Wealth Management
Savant Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Savant Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients by Savant Capital.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Savant Wealth Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Savant Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Savant Wealth Management Comparisons
Competitors of Savant Wealth Management
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Savant Wealth Management
Frequently Asked Questions about Savant Wealth Management
When was Savant Wealth Management founded?
Savant Wealth Management was founded in 1988.
Where is Savant Wealth Management located?
Savant Wealth Management is headquartered in Lincolnshire, United States. It is registered at Lincolnshire, Illinois, United States.
What does Savant Wealth Management do?
Savant Wealth Management is focused on delivering comprehensive wealth management solutions to individuals, families, and institutions. Services are provided in areas such as investment management, financial planning, tax advisory, estate planning, and trust services. The firm operates as a fee-only fiduciary, ensuring client interests are prioritized. Support is extended to various sectors including executives, university faculty, and businesses. With a presence across the United States, tailored guidance is offered for navigating complex financial landscapes.
What products or services does Savant Wealth Management offer?
Savant Wealth Management offers Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, and Estate Planning & Wealth Transfer.
Who are Savant Wealth Management's investors?
Savant Wealth Management has 1 investor. Key investors include Savant Capital.