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Savant Wealth Management - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Savant Wealth Management including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Savant Wealth Management company logo

Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses

Savant Wealth Management is a leading independent, fee-only advisory firm that offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions.

HeadquartersRockford, Illinois, United States
Team size480
Founded1986

What is Savant Wealth Management? - Company Overview & Details

Savant Wealth Management is Savant Wealth Management is a leading independent, fee-only advisory firm that offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Founded in 1986, the company is headquartered in Rockford, Illinois, United States.

Who Founded Savant Wealth Management?

Savant Wealth Management was founded by Brent Brodeski.

Who are the Key Executives at Savant Wealth Management? - Leadership Team

Savant Wealth Management is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Savant Wealth Management

Brent BrodeskiCEO

Chief Technology Officer (CTO) of Savant Wealth Management

CTO

About Brent Brodeski - CEO of Savant Wealth Management

Brent Brodeski serves as the Chief Executive Officer of Savant Wealth Management, leading the company's strategic vision and operations. Connect with them on LinkedIn for professional insights.

Savant Wealth Management Company Details & Key Information

Where is Savant Wealth Management located?

Savant Wealth Management is headquartered in Rockford, Illinois, United States.

How many employees does Savant Wealth Management have?

Savant Wealth Management has 480 employees.

When was Savant Wealth Management founded?

Savant Wealth Management was founded in 1986.

Savant Wealth Management Official Website

How much funding has Savant Wealth Management raised?

Savant Wealth Management has raised $29 billion across 1 funding rounds. The most recent funding was completed on 2024-12-19.

Funding Overview

Savant Wealth Management has been actively acquiring other firms, focusing on strategic partnerships and expanding its reach.

$29 billion
Total Funding Raised
1
Funding Rounds
2024-12-19
Latest Round

Savant Wealth Management Funding History

Acquisition
2024-12-19
$536 million

Who are the key investors in Savant Wealth Management?

Savant Wealth Management is backed by 1 key investors including Kelso & Company. These investors focus on investment management, financial services sectors.

Savant Wealth Management Investor Overview

1
Key Investors
2
Focus Areas
0
Notable Investments

Complete List of Savant Wealth Management Investors

Kelso & Company

Private equity firm backing Savant Wealth Management.

Investment Focus
investment management
financial services

What sectors do Savant Wealth Management investors focus on?

The investors backing Savant Wealth Management primarily focus on investment management, financial services sectors.

investment management
financial services

Featured Investor: Kelso & Company

Kelso & Company

Private equity firm backing Savant Wealth Management.

Notable Investments:

What are Savant Wealth Management's future plans?

Savant Wealth Management Continue expanding through acquisitions and enhance service offerings.

Savant Wealth Management Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does Savant Wealth Management face?

Savant Wealth Management has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for Savant Wealth Management

1

Regulatory changes

2

Market volatility

What opportunities does Savant Wealth Management have?

Savant Wealth Management has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for Savant Wealth Management

1

Expanding client base in new geographical areas

2

Integrating technology in services

Savant Wealth Management Strategic Position Summary

Key Focus Areas

Savant Wealth Management is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about Savant Wealth Management?

Savant Wealth Management has 2 recent news updates covering key business developments and market activities.

Savant Wealth Management News Overview

2
Recent Articles
Active
Media Coverage
2024-12-19
Latest Update

What is Savant Wealth Management in the news for?

Savant Wealth Management is currently featured in news for Savant Wealth acquired Source Financial Advisors for $536M on Dec 16th '24. and other significant business developments.

Recent News Articles About Savant Wealth Management

Article 1
2024-12-19

Savant Wealth acquired Source Financial Advisors for $536M on Dec 16th '24.

On December 16, 2024, Savant Wealth Management acquired Source Financial Advisors, enhancing its capabilities in serving high-net-worth clients, particularly women navigating divorce.

sewkis.com
Read News
Article 2
2024-09-24

Savant Wealth recognized as #13 in RIA Channel's list of the Top 50 ETF Power Users on Mar 31st '24.

Savant Wealth Management ranks #13 in RIA Channel's list of the Top 50 ETF Power Users, reflecting its growth and assets under management.

riachannel.com
Read News

Savant Wealth Management FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Savant Wealth Management including information about founders, CEO, funding history, investors, headquarters location, and company details. 18 frequently asked questions covering key information about the company.

Savant Wealth Management Questions & Answers - Company Information

Q1

What is Savant Wealth Management?

Savant Wealth Management is a leading independent, fee-only advisory firm that offers investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions.

Q2

Who founded Savant Wealth Management?

Savant Wealth Management was founded by Brent Brodeski.

Q3

Who is the CEO of Savant Wealth Management?

The CEO of Savant Wealth Management is Brent Brodeski. You can find more information about them on their LinkedIn profile.

Q4

How much funding has Savant Wealth Management raised?

Savant Wealth Management has raised a total of $$29 billion across 1 funding rounds. The most recent funding was completed on 2024-12-19.

Q5

Who are the investors in Savant Wealth Management?

Savant Wealth Management's key investors include Kelso & Company.

Q6

Where is Savant Wealth Management headquartered?

Savant Wealth Management is headquartered in Rockford, Illinois, United States.

Q7

When was Savant Wealth Management founded?

Savant Wealth Management was founded in 1986.

Q8

How many employees does Savant Wealth Management have?

Savant Wealth Management has 480 employees.

Q9

What is Savant Wealth Management's official website?

You can visit Savant Wealth Management's official website at http://www.savantwealth.com.

Q10

What was Savant Wealth Management's latest funding round?

Savant Wealth Management's latest funding round was a Acquisition round of $$536 million completed on 2024-12-19.

Q11

Who is founder?

Brent Brodeski

Q12

What does the company do?

Savant Wealth Management is a fee-only advisory firm that provides comprehensive financial advice, including investment management and retirement planning.

Q13

How much funding?

$29 billion

Q14

Latest funding date?

2024-12-19

Q15

Who are the investors?

Kelso & Company

Q16

What are the challenges?

Regulatory changes Market volatility

Q17

What are the opportunities?

Expanding client base in new geographical areas Integrating technology in services

Q18

Latest news?

On December 16, 2024, Savant Wealth Management acquired Source Financial Advisors, enhancing its capabilities in serving high-net-worth clients, particularly women navigating divorce. Savant Wealth Management ranks #13 in RIA Channel's list of the Top 50 ETF Power Users, reflecting its growth and assets under management.

More Information About Savant Wealth Management

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