About Savant Wealth
Savant Wealth is a company based in Rockford (United States) founded in 1986. The company has 8 employees as of December 31, 2021. Savant Wealth has completed 10 acquisitions, including AMDG Financial, Alliant Wealth and Capital Directions. Savant Wealth operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter Rockford, United States
- Employees 8 as on 31 Dec, 2021
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
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Investors
Truist
& 1 more
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Employee Count
8
as on Dec 31, 2021
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Investments & Acquisitions
AMDG Financial
& 9 more
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People of Savant Wealth
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Finance and Accounting
22 people
Leadership Team
15 people
Software Development Team
8 people
Sales and Marketing
7 people
Operations Team
6 people
Legal and Compliance
4 people
Senior Team
4 people
Human Resources and Administration
3 people
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Funding Insights of Savant Wealth
Investors in Savant Wealth
Savant Wealth has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Truist and Kelso & Company.
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Private equity investments are directed toward multiple sectors.
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Wealth advisory and banking services are offered to clients.
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Investor details for Savant Wealth
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Investments & Acquisitions by Savant Wealth
Savant Wealth has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include AMDG Financial, Alliant Wealth and Capital Directions.
Investment portfolio details for Savant Wealth
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- Portfolio identities
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Tax, accounting, and business consulting services are provided.
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Financial planning and advisory services are provided to clients.
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Financial advisory services are provided to clients in various sectors.
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Complete acquisition details for Savant Wealth
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- Transaction dates
- Acquired stakes
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- Domains and locations
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Financial Statements - Savant Wealth
Detailed financials for Savant Wealth
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- Profit trends
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Savant Wealth Comparisons
Peer comparison for Savant Wealth
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- Headcount comparison
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Competitors of Savant Wealth
Savant Wealth 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 Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Savant Wealth
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Latest news on Savant Wealth
Complete news archive for Savant Wealth
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Frequently Asked Questions about Savant Wealth
Savant Wealth was founded in 1986 and raised its 1st funding round 35 years after it was founded.
Savant Wealth is headquartered in Rockford, United States. It is registered at Rockford, Illinois, United States.
Brent R Brodeski is the current CEO of Savant Wealth.
As of Dec 31, 2021, the latest employee count at Savant Wealth is 8.
Savant Wealth was established in 1986 in Rockford, United States, within the financial services sector. Asset management is handled through advisory and investment strategies tailored to client needs. Operations focus on wealth preservation and growth, with services extending to portfolio management and financial planning. The firm is led by CEO Brent R Brodeski, serving clients primarily in the domestic market.
Savant Wealth's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
Savant Wealth has made 10 acquisitions, including AMDG Financial, Alliant Wealth, and Capital Directions.
Savant Wealth has 2 investors. Key investors include Truist, and Kelso & Company.