Acquisition Opportunity World Trend Financial was acquired in October 2022 by Savant Wealth Management, creating a potential cross-sell path for Savant clients and an opportunity to re-engage former World Trend/Audital clients with enhanced service offerings.

Affiliated Strength Close ties with Terry Lockridge & Dunn provide a combined accounting and financial planning capability. This partnership can be leveraged to offer bundled services to high-net-worth individuals and small businesses seeking integrated financial solutions.

Retirement Focus Services include individual retirement planning, retirement plans, and education planning, suggesting prospects among corporate clients and individuals seeking 401(k) style plan setups, rollovers, or comprehensive retirement strategies.

Tech Enablement Active use of digital marketing and analytics tools (LinkedIn Ads, Microsoft Advertising, The Trade Desk, Pardot, Hotjar) indicates readiness for targeted client acquisition campaigns, including asset-gundered advisory services and demographic-specific outreach.

Midmarket Potential Revenue range and size (1M–10M; 11–50 employees) place World Trend among smaller advisory firms. This profile aligns with midmarket opportunities for scalable investment management, family office services, and outsourced portfolio analysis for small-to-medium businesses.