World Trend Financial
World Trend Financial Services operates as a referral channel to Savant Wealth Management, a fee-only fiduciary RIA founded in 1986 serving 17K+ HNW clients via 69 US offices across 28 states with $49.5B AUM/AUA.
- Company typePrivate
- Founded1986
- HeadquartersCedar Rapids, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What World Trend Financial does
World Trend Financial Services appears to operate as a referral/affiliate channel that routes to Savant Wealth Management (worldtrendfps.com redirects to savantwealth.com), which is the substantive operating entity. Savant Wealth Management is a fee-only, fiduciary Registered Investment Advisor founded in 1986 and headquartered with operational roots in the Midwest. The firm provides comprehensive wealth management services to high-net-worth individuals, families, and institutions — including investment management, financial planning, tax advisory and preparation, accounting and consulting, trust services, family office services, company retirement plan services, and estate planning/wealth transfer. Service delivery is via a team-based model staffed by 255 employee member-owners holding CFP, CFA, and CTFA credentials across 69 offices in 28 US states.
World Trend Financial firmographics
Firmographics- Name
- World Trend Financial
- Legal name
- Savant Wealth Management
- Website
- https://worldtrendfps.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- World Trend Financial Services operates as a referral channel to Savant Wealth Management, a fee-only fiduciary RIA founded in 1986 serving 17K+ HNW clients via 69 US offices across 28 states with $49.5B AUM/AUA.
- Ownership category
- akta.pro rank
World Trend Financial industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Comprehensive Financial Planning (FSAEAAAA), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where World Trend Financial is headquartered
LocationHeadquarters
- HQ city
- Cedar Rapids
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
World Trend Financial business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Services: Fee-only fiduciary firm providing comprehensive wealth management services including investment management, financial planning, tax advisory, trust services, estate planning, and family office support. Revenue is generated through advisory fees, positioning the firm as a fiduciary committed to putting client interests first.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only fiduciary advisory services - not publicly disclosed |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
World Trend Financial product offering
Product offeringCore offering
World Trend Financial is an agency that offers investment advisory services and financial strategies to manage business financial affairs. Its associated advisory platform delivers fee-only fiduciary wealth management for successful individuals, families, and institutions, including investment management, financial planning, tax advisory and preparation, accounting and consulting, trust services, estate planning and wealth transfer, family office services, and company retirement plan services. Services are delivered through an in-house team of credentialed financial advisors across a multi-state office network.
Product overview
The source data pertains to Savant Wealth Management, a financial advisory firm, not World Trend Financial. No product or service information is available for World Trend Financial from this source.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Integrated wealth management offering that combines investments, tax planning, and estate strategy into a single comprehensive approach for successful individuals, families, and institutions.
- Investment Management Investment guidance and management services delivered through in-house advisors for individuals, families, and institutions as part of the firm's wealth management offering.
- Financial Planning Strategic financial planning services for individuals and families covering goal-based planning, cash flow, and wealth strategy as part of the integrated advisory offering.
- Tax Advisory & Preparation Tax advisory and tax preparation services delivered alongside investment and estate planning to support tax-aware wealth management for clients.
- Accounting & Consulting Services Accounting and consulting services for business owners and individuals requiring financial strategy, business consulting, and bookkeeping support.
- Trust Services Trust services supporting wealth structuring, fiduciary administration, and trust-related advisory for high-net-worth clients and families.
- Family Office Services Family office services providing consolidated wealth management, reporting, and coordination support for high-net-worth families with complex financial affairs.
- Company Retirement Plan Services Retirement plan services for businesses including plan design, management, employee benefit planning, and business succession planning support.
- Estate Planning & Wealth Transfer Estate planning and wealth transfer advisory services covering estate strategy, legacy planning, and intergenerational wealth structuring for individuals and families.
Quantifiable outcome
- Serving 17K+ clients with $49.5B in client assets (AUM & AUA)
Companies that use World Trend Financial
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles3 records
World Trend Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
World Trend Financial partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
World Trend Financial competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
World Trend Financial social profiles
Digital presenceWorld Trend Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
World Trend Financial leadership team
Management profileNumber of profiles
World Trend Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
World Trend Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about World Trend Financial
What does World Trend Financial do?
World Trend Financial is an agency that offers investment advisory services and financial strategies to manage business financial affairs. Its associated advisory platform delivers fee-only fiduciary wealth management for successful individuals, families, and institutions, including investment management, financial planning, tax advisory and preparation, accounting and consulting, trust services, estate planning and wealth transfer, family office services, and company retirement plan services. Services are delivered through an in-house team of credentialed financial advisors across a multi-state office network.
Is World Trend Financial a public or private company?
World Trend Financial is a private company. It is classified as unknown and is currently operating.
When was World Trend Financial founded?
World Trend Financial was founded in 1986. It employs 11 to 50 people.
Where is World Trend Financial based?
World Trend Financial is headquartered in Cedar Rapids, United States, in the North America region.
How does World Trend Financial make money?
One revenue line is on record: wealth Management Advisory Services.
Does World Trend Financial have an API?
No public API is recorded for World Trend Financial.
What industry is World Trend Financial in?
World Trend Financial's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAA, Comprehensive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.