Acquiring Company
Savant Wealth Management
Acquired Company
Filbrandt Wealth Management
RockfordFinancial ServicesFinancial ServicesGovernment And MilitaryLending And InvestmentsDescription
Partnership Introduces Savant to Niche Market of University Professionals
Quick answer
Savant Wealth Management is acquiring Filbrandt Wealth Management, announced November 25, 2021. Savant Wealth Management is based in Rockford, Illinois, United States.
- How much did Savant Wealth Management pay for Filbrandt Wealth Management?
- The deal value was not disclosed.
- What does Savant Wealth Management do?
- Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management.
- Where are Savant Wealth Management and Filbrandt Wealth Management based?
- Savant Wealth Management is based in Rockford, Illinois, United States.
- Who are the decision-makers at Savant Wealth Management?
- Fundz holds 2 contacts at Savant Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Financial Services
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Franklin Bsp Lending Corporation And Franklin Bsp Capital Corporation, Affiliates Of Benefit Street Partners, Acquire Encina Equipment Finance, Llc (January 5, 2022)
- Delos Capital And The Silverfern Group Complete Acquisition Of Pioneer Recycling Services, Llc (December 29, 2021)
- Virtus Investment Partners Closes On Acquisition Of Stone Harbor Investment Partners (January 3, 2022)
- Cross River Acquires Leading Small Business Software Provider Betterfin, Expanding Its Full Suite Of Offerings (November 2, 2021)
- Stifel Financial Corp. Completes Acquisition Of Vining Sparks (November 1, 2021)
- Nukkleus Inc. Acquires Stake In New Bitcoin Etf Issuer, Jacobi Asset Management (October 21, 2021)
Who to call at Savant Wealth Management, and when
When Savant Wealth Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Savant Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Savant Wealth Management, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Savant Wealth Management. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Savant Wealth Management makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Frequently asked
Who acquired Filbrandt Wealth Management?
Filbrandt Wealth Management was acquired by Savant Wealth Management, based in Rockford. The deal was reported on November 25, 2021. Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management. Savant Wealth Management is privately held and operates in Financial Services.
When did Savant Wealth Management acquire Filbrandt Wealth Management?
Savant Wealth Management's acquisition of Filbrandt Wealth Management was reported on November 25, 2021. Partnership Introduces Savant to Niche Market of University Professionals Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Filbrandt Wealth Management do?
It is privately held, operating in Financial Services.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.