Savant Wealth Management
As of 3 November 2026, Savant Wealth Management has 36 open roles (16 new in 30 days), its finance & accounting team is hiring most, and its postings name Power BI, Microsoft Azure and Microsoft Fabric as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- , , undefined
- Employees
- 501-1000 employees (linkedin)
- Sells to
- individuals and families, institutions and businesses, private wealth clients
- Certifications on site
- Site languages
- Career system
- Paycom
Savant Wealth Management in one screen
Read from savantwealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
Savant Wealth Management is a fee-only, independent fiduciary wealth-management and investment-advisory firm that provides wealth and asset management, investment management, financial planning, estate planning, tax advisory, trust services, and family-office services to individuals, families, institutions, and businesses. It manages investment portfolios on discretionary or nondiscretionary bases and works with clients who have at least $750,000 in assets.
Named on the site: individuals and families, institutions and businesses, private wealth clients.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 581 scored.
What Savant Wealth Management says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
You’ll contribute across budgeting, forecasting, financial modeling, Power BI reporting, business intelligence, process improvement, and strategic analysis while partnering with teams and leaders across the firm.As our Lead Developer, Data, AI & Wealth Technology Platforms, you will lead the design and development of the enterprise data platform that connects Savant's wealth management ecosystem to Microsoft Azure and Microsoft Fabric.As our Lead Developer, Data, AI & Wealth Technology Platforms, you will lead the design and development of the enterprise data platform that connects Savant's wealth management ecosystem to Microsoft Azure and Microsoft Fabric.Integrate wealth management and enterprise platforms including Tamarac, eMoney, Salesforce Financial Services Cloud, tax planning applications, AI notetaking tools, vendor systems, and internal business applications.A blend of Apex development, Salesforce Flows, automation, and solution designIntegrate wealth management and enterprise platforms including Tamarac, eMoney, Salesforce Financial Services Cloud, tax planning applications, AI notetaking tools, vendor systems, and internal business applications.• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and CRM software.• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook• Proficiency with Microsoft Word, Excel, PowerPoint, and OutlookStrong SQL skills and data modeling experience.• Maintain complete, current client records in Salesforce and document client interactions and requests.• Python & PySparkProficiency with Thomson Reuters software suiteVendors whose code loads on savantwealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
36 open roles, 31 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team.
| open · new 30 d | |
|---|---|
| Finance & accounting | 21 · 8 |
| Customer service & success | 5 · 2 |
| Business development & strategy | 2 · 1 |
| Human resources | 1 · 0 |
| Product, program & project management | 1 · 1 |
| Software engineering | 1 · 1 |
| Data & AI | 0 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Savant Wealth Management to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Savant Wealth Management
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 581 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Savant Wealth Management (, undefined, 501-1000 employees) has 36 open roles, 16 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/savantwealth.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from savantwealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Paycom career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Savant Wealth Management: questions
Does Savant Wealth Management use Power BI?
Yes, by the company's own words: 3 postings name it, first seen 2026-10-24, in the finance & accounting team.
Is Savant Wealth Management hiring?
36 open roles as of 3 November 2026, 16 opened in the last 30 days and 2 closed. The largest team hiring is finance & accounting.
Where does this profile come from?
From savantwealth.com itself: we crawled it on 2026-09-07, built the profile on 2026-10-31, and read its career site (Paycom) hourly since. Headcount is from LinkedIn.
Who should I write to at Savant Wealth Management?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
Savant Wealth Management and 41.5M more,
read from the source
Look up any company by domain, with its hiring, stack and signals. Start free, no card.