Savant Wealth Management Overview
- Founded
-
1993
- Status
-
Private
- Employees
-
176
- Latest Deal Type
-
PE Growth
- Financing Rounds
-
3
- Investments
-
11
Savant Wealth Management General Information
Description
Provider of wealth management services committed to offering an attractive benefits plan while reducing fiduciary risk and minimizing administrative burden. The company specializes in investment management, financial planning, tax preparation, advisory and family office services to financially established individuals, trust funds, retirement plans and non-profit organizations.
Contact Information
Website
www.savantwealth.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Accounting, Audit and Tax Services (B2B)
Primary Office
- 190 Buckley Drive
- Rockford, IL 61107
- United States
+1 (815) 000-0000
Savant Wealth Management Timeline
Savant Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Savant Wealth Management Executive Team (28)
Savant Wealth Management Board Members (8)
| Name | Representing | Role | Since |
|---|---|---|---|
| 0000000 00000000 | Savant Wealth Management | Board Member | 000 0000 |
| 00000000000 0000000 | Kelso Private Equity | Board Member | 000 0000 |
| 0000 0000 | Savant Wealth Management | Board Member | 000 0000 |
| 00000 000000 | Self | Board Member | 000 0000 |
| 0000000 000000 | Self | Board Member | 000 0000 |
Savant Wealth Management Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
Savant Wealth Management Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Savant Wealth Management Investments & Acquisitions (11)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000000 & 0 | 12-Nov-2021 | 0000000000 | Other Financial Services | 00000 000 | |
| 0000000000 00 | 31-Aug-2021 | 0000000000 | Asset Management | 00000 000 | |
| 0000 00000000 | 30-Jun-2021 | 0000000000 | Asset Management | 00000 000 | |
| 00000 0000000 | 19-Feb-2020 | 0000000000 | Asset Management | 00000 000 | |
| Kingston Wealth Management | 31-Oct-2019 | Merger/Acquisition | Asset Management | 00000 000 |
Savant Wealth Management Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Paragon Advisors | LP Consultants | Naperville, IL | 1995 |
| 0000000000 000000 | Asset Management | Greenwood, IN | 0000 |