Acquisition Opportunity Savana Wealth Management acquired Capital Directions in 2023, indicating a potential opportunity to engage Savant for synergies, integrated services, or cross-sell to the combined client base and platform.

Affiliation Fit Capital Directions serves high net worth professionals and families in the Southeast and provides coaching and third-party asset management to CPA and RIA firms, suggesting an opportunity to position scalable wealth management solutions and partner programs for regional accountants and advisory firms.

Growth Recognized Firm has been recognized by Schwab Institutional as fast-growing and well-managed over a decade, signaling credibility for prospective partnerships, outsourced technology solutions, and custodial services lacking in a smaller firm.

Technology Stack Current tech stack includes Microsoft 365, various JavaScript libraries, and web tools; there is likely room to discuss modernization, data security, client portal enhancements, and integrated advisory platforms to attract growth-focused professionals.

Financial Profile Revenue is in the 1–10 million range with 11–50 employees, indicating mid-market scale suitable for enterprise-grade service offerings, compliance coaching, scale-ready reporting platforms, and white-label asset management partnerships.