Insights

Recent Acquisitions Savant Wealth Management has been actively acquiring firms like FirstWave Financial and Peay & Associates LLC, indicating potential future opportunities for cross-selling services among the acquired client base.

Expansion into Florida With recent expansion into Florida and partnership with Kassouf Wealth Advisors, there is a growing market presence in new regions, offering opportunities for establishing a stronger foothold in the area and attracting new clients.

Key Personnel Changes Chris Walters departing as the CEO and Jon W. Zindel joining as the CFO presents a chance to engage with new decision-makers and potentially offer tailored financial services that align with their strategic goals.

Strategic Partnerships Collaborating with firms like Kassouf Wealth Advisors LLC demonstrates a willingness to partner with other industry players, presenting opportunities for reciprocal referrals and expanding the client base through mutual partnerships.

high Net-Worth Market Focus Considering Savant Wealth Management's offerings in family wealth transfer and estate planning, there are opportunities to target high-net-worth individuals seeking comprehensive financial services and personalized wealth management solutions.

Savant Wealth Management Tech Stack

Savant Wealth Management uses 8 technology products and services including LiveIntent, Google Analytics, Paycom, and more. Explore Savant Wealth Management's tech stack below.

  • LiveIntent
    Advertising
  • Google Analytics
    Analytics
  • Paycom
    Applicant Tracking Systems
  • Microsoft Word
    Editors
  • HTTP/3
    Miscellaneous
  • Microsoft Azure
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • Facebook
    Widgets

Media & News

Savant Wealth Management's Email Address Formats

Savant Wealth Management uses at least 2 format(s):
Savant Wealth Management Email FormatsExamplePercentage
FLast@savantcapital.comJDoe@savantcapital.com
54%
Last@savantcapital.comDoe@savantcapital.com
38%
First.Last@savantcapital.comJohn.Doe@savantcapital.com
7%
FMiddleLast@savantcapital.comJMichaelDoe@savantcapital.com
1%
FLast@savantwealth.comJDoe@savantwealth.com
99%
LastF@savantwealth.comDoeJ@savantwealth.com
1%

Frequently Asked Questions

Where is Savant Wealth Management's headquarters located?

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Savant Wealth Management's main headquarters is located at 190 Buckley Drive Rockford, IL 61107 US. The company has employees across 1 continents, including North America.

What is Savant Wealth Management's phone number?

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You can contact Savant Wealth Management's main corporate office by phone at +1-815-227-0300. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Savant Wealth Management's official website and social media links?

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Savant Wealth Management's official website is savantwealth.com and has social profiles on LinkedIn.

How much revenue does Savant Wealth Management generate?

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As of July 2024, Savant Wealth Management's annual revenue reached $750M.

What is Savant Wealth Management's NAICS code?

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Savant Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Savant Wealth Management have currently?

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As of July 2024, Savant Wealth Management has approximately 501 employees across 1 continents, including North America. Key team members include Chief Growth & Practice Officer: C. W.Chief Compliance Officer: M. B.Chief Communications Officer: L. B.. Explore Savant Wealth Management's employee directory with LeadIQ.

What industry does Savant Wealth Management belong to?

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Savant Wealth Management operates in the Financial Services industry.

What technology does Savant Wealth Management use?

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Savant Wealth Management's tech stack includes LiveIntentGoogle AnalyticsPaycomMicrosoft WordHTTP/3Microsoft AzureGoogle Tag ManagerFacebook.

What is Savant Wealth Management's email format?

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Savant Wealth Management's email format typically follows the pattern of . Find more Savant Wealth Management email formats with LeadIQ.

When was Savant Wealth Management founded?

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Savant Wealth Management was founded in 1986.
Savant Wealth Management

Savant Wealth Management

Financial ServicesIllinois, United States501-1000 Employees

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. 

Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.

If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. 

Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

Section iconCompany Overview

Headquarters
190 Buckley Drive Rockford, IL 61107 US
Phone number
+1-815-227-0300
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Savant Wealth Management's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Savant Wealth Management's revenue is in the range of $100M$1B

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