About SVA
SVA is a company based in Madison (United States) founded in 1995 was acquired by Wealth Enhancement in December 2020. It operates as a Professional Services. SVA offers products and services including Accounting Services and Business Consulting. SVA operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Investors
- Acquired byWealth Enhancement
(Dec 2020)
Products & Services of SVA
SVA offers a comprehensive portfolio of products and services, including Accounting Services and Business Consulting.
Accounting solutions are provided for businesses and individuals.
Consulting services are offered to enhance business performance.
Apps and channels of SVA
its YouTube channel SVA Certified Public Accountants has 1.01K subscribers and 30 videos.
Videos from SVA
The most watched videos on SVA's YouTube channel, SVA Certified Public Accountants (1.01K subscribers). Click a video to play it here.
More on SVA Certified Public Accountants.
Investors in SVA
SVA has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wealth Enhancement.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment management services are provided to clients. | 1997 | wealthenhancement.com | Minneapolis, United States |
Investor details for SVA
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of SVA
26 people are tracked at SVA (8 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
John Baltes | CEO | Leadership |
Matt Vanderloo | CEO | Leadership |
Lee Schwartz | Director Of Business Development - Sales | Leadership |
Patrick R. | Marketing Director | Leadership |
Matt Hartley | Director Of IT | Leadership |
Janna Hurley Mba | Principal And Human Resources Director | Leadership |
Catherine Frisch | Principal Vice President | Leadership |
Kelly Bradley | Principal, Head Of Healthcare Services Division | Leadership |
Gerry Klump | Principal | Team |
Caitlin Behncke | Manager | Team |
Tim Hanson | Principal | Team |
Allison Yanik | Content Specialist | Team |
Rafael Alves | Segurança | Team |
Karen Gallina | Principal - Tax Department | Team |
Robert Palmer | IT Technical Support Specialist | Team |
Bruce Hennings | SEO Specialist At SVA | Team |
Jennifer Harvey | Accountant | Team |
Justin Archiquette | Graphic Designer | Team |
Jenna Minton | Manager | Team |
Kathy Wonn | Records Mgnt Specialist | Team |
6 more people are available in the full profile.
Complete people profiles for SVA
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Timeline of SVA
2 dated milestones of SVA across 25 years, from founding to its latest funding, stage changes and deals.
- Founded SVA is founded.
- Exit Acquired by Wealth Enhancement.
Competitors of SVA
SVA 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of SVA
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of SVA
The website of SVA (sva.com) receives about 19.5K visits a month and ranks #1,435,371 among all websites worldwide, #3,490 in Accounting and Auditing.
- Monthly visits19.5K
▼ 1.2% vs previous month
- Unique visitors9.5K
per month
- Global rank#1,435,371
among all websites
- Category rank#3,490
Finance · Accounting and Auditing
- Bounce rate55%
- Pages per visit1.5
- Average visit1 min 17 sec
- DevicesDesktop 63% · Mobile 37%
Websites whose visitors overlap most with SVA. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| bakertilly.com | 100% | 317.6K | #180,967 | View details | |
mcgladrey.com | mcgladrey.com | 99% | – | – | – |
schencksc.com | schencksc.com | 91% | – | – | – |
| pragermetis.com | 87% | – | #1,755,368 | View details | |
| wipfli.com | 83% | – | #385,154 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 33 similar websites and full traffic analytics for SVA
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 33 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Sva
Complete news archive for SVA
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to SVA
10 companies that operate in the same segment as SVA (Asset Management), 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 | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about SVA
SVA was founded in 1995.
SVA is headquartered in Madison, United States. It is registered at Madison, Wisconsin, United States.
John Baltes is the current CEO of SVA.
SVA is involved in delivering professional accounting and business consulting services. The company operates in the financial and advisory sectors, offering solutions to help clients achieve measurable results. Services are provided across multiple locations in the USA, catering to diverse industries with a focus on building meaningful client relationships.
SVA's top competitors include Fidelity Investments, Investec and S&P Global.
SVA offers Accounting Services and Business Consulting.
SVA has 1 investor. Key investors include Wealth Enhancement.
SVA operates through The Sva Companies.
Yes. SVA was acquired by Wealth Enhancement in December 2020.