Savant Wealth Management Partners With Fintech

Editorial Staff

28 January 2024

Fintech firm Pontera, which focuses on the retirement space, has partnered with Savant Wealth Management, a RIA.

The move is a “milestone” in Savant’s five-year growth plan, that firm said in a statement this week.

Savant’s growth strategy is being executed through investments in technology, acquisitions, and other strategic initiatives with the support of Kelso & Company. The firm has bought a total of seven wealth management businesses this year.

Using Pontera, Savant’s affiliated advisors will serve clients and oversee their wealth, including more than $300 million in outside assets.

“The Pontera platform brings to bear significant operational improvements in analyzing and rebalancing held-away accounts, paving the way for investment teams to grow this essential service and cater to more clients,” Savant CEO Brent Brodeski said in a statement.