About Savant Wealth Management
Savant Wealth Management is a company based in New York (United States) founded in 2012 was acquired by Savant Wealth in December 2024. It operates as a Professional Services, and Subscription Services. Savant Wealth Management offers products and services including Comprehensive Wealth Management, Investment Management, Financial Planning, Tax Advisory & Preparation, and Estate Planning & Wealth Transfer. Savant Wealth Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter New York, 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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Latest Funding Round
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Acquired by
Savant Wealth
(Dec 17, 2024)
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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 future security needs.
Tax advisory services are provided for compliance needs.
Estate planning services are designed for wealth transfer.
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, including institutional investors. Prominent investors backing the company include Savant Wealth. 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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Asset management services are provided by Savant Wealth.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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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 |
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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 |
Savant Wealth Management Comparisons
Competitors of Savant Wealth Management
Savant Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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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 2012.
Where is Savant Wealth Management located?
Savant Wealth Management is headquartered in New York, United States. It is registered at New York, New York, 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 across investment management, financial planning, tax advisory, estate planning, trust services, and family office support. The firm operates as a fee-only, fiduciary entity, ensuring client interests are prioritized. Support is extended to various sectors including executives, university faculty, and businesses. Strategic guidance is offered to navigate complex financial landscapes with clarity and confidence.
Who are the top competitors of Savant Wealth Management?
Savant Wealth Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
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 Wealth.