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
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Net Profit
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EBITDA
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Latest Funding Round
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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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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
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2021 | Amount | Private Equity Round - Savant Wealth | Valuation |
investors |
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| Oct, 2021 | Amount | Debt – Conventional - Savant Wealth | Valuation |
investors |
| 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 |
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. 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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Private equity investments are directed toward multiple sectors.
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Founded Year | Domain | Location | |
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Wealth advisory and banking services are offered to clients.
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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
Savant Wealth has strategically engaged in corporate development activities, having acquired 10 companies. Notable acquisitions include AMDG Financial, Alliant Wealth and Capital Directions. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Tax, accounting, and business consulting services are provided.
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2018 | ||||
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Financial planning and advisory services are provided to clients.
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2014 | ||||
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Financial advisory services are provided to clients in various sectors.
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2012 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Savant Wealth
| 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 Comparisons
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. 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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
Frequently Asked Questions about Savant Wealth
When was Savant Wealth founded?
Savant Wealth was founded in 1986 and raised its 1st funding round 35 years after it was founded.
Where is Savant Wealth located?
Savant Wealth is headquartered in Rockford, United States. It is registered at Rockford, Illinois, United States.
Who is the current CEO of Savant Wealth?
Brent R Brodeski is the current CEO of Savant Wealth.
How many employees does Savant Wealth have?
As of Dec 31, 2021, the latest employee count at Savant Wealth is 8.
What does Savant Wealth do?
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.
Who are the top competitors of Savant Wealth?
Savant Wealth's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
How many acquisitions has Savant Wealth made?
Savant Wealth has made 10 acquisitions, including AMDG Financial, Alliant Wealth, and Capital Directions.
Who are Savant Wealth's investors?
Savant Wealth has 2 investors. Key investors include Truist, and Kelso & Company.