Savvy Wealth | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Savvy Wealth Inc.
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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.
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