Savant Wealth Management Overview

  • Founded
  • 1993

Founded
  • Status
  • Private

  • Employees
  • 176

Employees
  • 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

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

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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Savant Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Savant Wealth Management Executive Team (28)

Name Title Board Seat Contact Info
Brent Brodeski Chief Executive Officer, Financial Advisor & Principal
Eric Meier Chief Financial Officer
Kevin Hrdlicka Chief Operating Officer, Director of Investments and Member Owner
Philip Corcoran Financial Advisor and Managing Director
Steve Parish Senior Managing Director
You’re viewing 5 of 28 executive team members. Get the full list »

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
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Savant Wealth Management Signals

Growth Rate

0.80% Weekly
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

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Savant Wealth Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
You’re viewing 5 of 11 investments and acquisitions. Get the full list »

Savant Wealth Management Subsidiaries (2)

Company Name Industry Location Founded
Paragon Advisors LP Consultants Naperville, IL 1995
0000000000 000000 Asset Management Greenwood, IN 0000
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