Savant Wealth Management is a corporate venture arm and private equity firm. Based in Rockford, Illinois, United States. The known portfolio is one company, Lumiant.
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Investment focus
- Stage
- Seed
- Sector
- FinTech
- Focus
- M&A consolidatorRIA roll-upWealth Management
Contacts
Who to pitch at Savant Wealth Management
Savant Wealth Management portfolio company (1)
- Lumiant
Co-investors
Funds that share portfolio companies with Savant Wealth Management.
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About Savant Wealth Management
The firm's listing covers sector FinTech, and focus areas M&A consolidator, RIA roll-up and Wealth Management; listed stage is Seed.
Angela Berkosky (Director of Investment Strategy and Member-Owner) and Keith Taylor (Board Member) are listed as the contacts to pitch at Savant Wealth Management.
Across the known portfolio, one co-investor appears alongside Savant Wealth Management: Invest Blue.
Frequently asked questions
What is Savant Wealth Management?
Savant Wealth Management is a corporate venture arm and private equity firm based in Rockford, Illinois, United States, with a known portfolio of one company. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Savant Wealth Management invest in?
Listed sectors include FinTech; listed focus areas include M&A consolidator, RIA roll-up and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Savant Wealth Management invest at?
Savant Wealth Management is listed for Seed rounds in the database. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Savant Wealth Management?
Both people on file at Savant Wealth Management are listed as contacts for the firm, each with their own profile page.
How do I contact Savant Wealth Management?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 2 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal