Savant Wealth Management Tech Stack

Fee-only wealth management firm serving individuals, families, and business owners

Financial Services Rockford, IL 501–1,000 employees Founded 1986 Privately Held

Savant Wealth Management is a 501–1,000-person registered investment adviser offering comprehensive financial planning, investment management, tax services, and estate planning. The hiring velocity is accelerating with finance and support roles dominating new posts, while projects cluster around advisor training, tax planning expansion, and service-delivery technology—suggesting a push to scale advisory capacity and operational efficiency without expanding headcount proportionally.

Tech Stack 10 technologies

Core StackSalesforce Pardot Zoom NetSuite Cornerstone Microsoft Office Word Excel PowerPoint Outlook

What Savant Wealth Management Is Building

◆Challenges

Organic growth
Keeping up with industry changes
Staff training
Enhancing advisor effectiveness
Integrating new partners
Managing p&l
Growing wallet share
Accelerating productivity
Cultural alignment
Scaling recruitment process

▲Active Projects

Advisor training program
Implement tax planning and consulting opportunities
Short-cycle development interventions
Innovation in service delivery leveraging technology
Process improvements for service delivery efficiency
Regional organic growth strategy
Advisor retreats and events
New business development outreach
Scalable design system
Marketing campaign support

Hiring Activity

Accelerating40 roles · 20 in 30d

Department

Finance

Support

Marketing

Sales

Advisory

Data

Executive

Seniority

Mid

Junior

Senior

Manager

Director

C-Level

Intern

Lead

Notable leadership hires: Chief Advice Officer, Regional Director

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About Savant Wealth Management

Savant Wealth Management operates as a fee-only registered investment adviser headquartered in Rockford, Illinois since 1986. The firm serves individuals, families, and business owners across a full suite of services: investment management, financial planning, retirement planning, trust and estate planning, tax consulting, and accounting. The business model is advice-led and relationship-driven, with offices distributed geographically. Current operational focus centers on scaling advisor productivity, enhancing training programs, integrating new partners, and refining service delivery processes through technology adoption.

HeadquartersRockford, IL

Company Size501–1,000 employees

Founded1986

Hiring MarketsUnited States, Lithuania

Frequently Asked Questions

What tech stack does Savant Wealth Management use?

Salesforce, Cornerstone, Pardot, Microsoft Office suite (Word, Excel, PowerPoint, Outlook), Zoom, and NetSuite. Primary CRM and marketing automation infrastructure sits on Salesforce + Pardot; learning management on Cornerstone; ERP/financials on NetSuite.