Savvy Wealth

Overview

Technology-driven and based in New York, this company specializes in wealth management, emphasizing a digital-first approach that empowers independent financial advisors. Established in 2021, it is an SEC-registered investment adviser managing over $3 billion in assets and supporting a network of more than 80 advisors across 20 U.S. states.

The comprehensive digital platform streamlines advisory operations and enhances client experiences with features such as real-time net worth tracking, investment monitoring, and automation tools for onboarding and marketing. Its personalized services include retirement, estate, and tax planning for high net worth individuals, all designed to bridge the gap between innovative technology and trusted financial advice.

Basic Information

Contact Details

• Phone: +1 516-748-7863
• Website: savvywealth.com
• LinkedIn: linkedin.com/company/savvywealth

Key Focus Areas & Initiatives

• Financial services
• Trust estate
• Investment services
• Family office
• Retirement planning
• Foundations endowments
• Estate planning
• Tax planning
• RIA
• Investment management
• 401k for businesses
• Small business tax
• Portfolio management
• Wealth management
• Alternative investments
• Education panning
• Financial planning
• Fintech
• Direct indexing
• Tax-loss harvesting
• Portfolio tracking
• Holistic financial view
• Wealth management technology
• Other financial investment activities
• AI-powered tools
• Digital onboarding
• Investment strategies
• Personalized advice
• AI automation
• B2B
• Client onboarding
• Client task automation
• Performance reporting
• Risk assessment
• Real-time monitoring
• Client-centric
• CRM integration
• Client relationship management
• Portfolio rebalancing
• Custodian partnerships
• Wealth advisory
• Wealth management automation
• Bespoke portfolios
• Tax optimization
• Services
• Wealth optimization
• AI-driven meeting summaries
• Risk management
• Financial advisory
• Client engagement tools
• B2C
• Financial goals
• Financial goal tracking
• Digital client experience
• Technology-driven
• Asset management
• Client portal
• Automated investment proposals
• Finance
• Law practice
• Legal services
• Finance technology
• Information technology & services
• Financial consulting
• Consulting
• Management consulting

Technologies Used

• Adobe Media Optimizer
• Amazon AWS
• Android
• Cedexis Radar
• Claude
• CloudFlare Hosting
• Cloudflare DNS
• Datadog
• DocuSign
• DoubleClick
• DoubleClick Conversion
• Eclipse
• Eslint
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Fidelity HSA
• Gmail
• Google
• Google AdWords Conversion
• Google AlloyDB for PostgreSQL
• Google Apps
• Google Cloud BigQuery
• Google Dynamic Remarketing
• Google Sheets
• Google Tag Manager
• GraphQL
• HasOffers
• Hotjar
• Hubspot
• Infor ION
• Interactive Brokers
• Jest
• Linkedin Marketing Solutions
• MailJet
• Microsoft Excel
• Microsoft Office 365
• Mobile Friendly
• Next.js
• PandaDoc
• Playwright
• Python
• Rackspace MailGun
• React
• Ruby On Rails
• SAP Contract Lifecycle Management (CLM)
• SQL
• Salesforce
• Salesforce CPQ
• Schwab Compliance Technologies
• Slack
• Swimlane
• TSheets
• Vercel
• Vimeo
• Webflow
• YouTube
• Zapier
• npm