Savant Wealth Management Overview
- Year Founded
-
1993

- Status
-
Private
- Employees
-
464

- Latest Deal Type
-
Debt Refin.
- Financing Rounds
-
4
- Investments
-
24
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
Accounting, Audit and Tax Services (B2C)
Other Financial Services
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 Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Provider of wealth management services committed to offering an attractive benefits plan while reducing fiduciary risk a
Asset Management
Rockford, IL
464
As of 2023
0000
000000000 00
0000
Savant Wealth Management Competitors (4)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Creative Planning | Private Equity-Backed | Overland Park, KS | 0000 | 00.000 | 000000000 | 00.000 |
0000000 000000000 | Corporate Backed or Acquired | Greensboro, NC | 00 | 000000&0 | ||
000 000 0000000000 | Corporate Backed or Acquired | Los Angeles, CA | 00 | 000000&0 | ||
0000000 000000 000 | Private Equity-Backed | Overland Park, KS | 0000 | 00000 | 000000000000 | 00000 |
Savant Wealth Management Executive Team (32)
Savant Wealth Management Board Members (10)
Name | Representing | Role | Since |
---|---|---|---|
0000000 00000000 | Savant Wealth Management | Board Member | 000 0000 |
00000000000 000000 | Kelso Private Equity | Board Member | 000 0000 |
00000 00000 | Savant Wealth Management | Managing Director, Board Member and Financial Advisor | 000 0000 |
0000 0000 | Savant Wealth Management | Board Member | 000 0000 |
00000 000000 | Cynosure Partners | Board Member | 000 0000 |
Savant Wealth Management Signals
Savant Wealth Management Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
Savant Wealth Management Investments & Acquisitions (24)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
Peay & Associates | 30-Nov-2023 | 0000000000 | Accounting, Audit and Tax Services (B2B) | 00000 000 | |
Bridgeworth | 15-Nov-2023 | 0000000000 | Other Financial Services | 00000 000 | |
Raymond F. Book & Associates | 20-Jul-2023 | 0000000000 | Accounting, Audit and Tax Services (B2B) | 00000 000 | |
The Relaxing Retirement Group | 26-Jun-2023 | 0000000000 | Asset Management | 00000 000 | |
Domani Wealth | 09-May-2023 | Buyout/LBO | Other Financial Services | 00000 000 |
Savant Wealth Management Subsidiaries (5)
Company Name | Industry | Location | Founded |
---|---|---|---|
Baril Advisors | Other Financial Services | Buffalo Grove, IL | 2006 |
Domani Wealth | Lender | Lancaster, PA | 0000 |
SFG Wealth Planning Services | Family Office (Multi) | Doylestown, PA | 0000 |
Treybourne Wealth Planners | Asset Management | Greenwood, IN | 0000 |
Terry, Lockridge and Dunn | Accounting/Auditor | Cedar Rapids, IA | 0000 |