Savvy Wealth

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➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Company Details

Employees
145
Founded
-
Address
New York, New York 10001, Us
Industry
Financial Services
Website
https://savvywealth.com
Keywords
Financial Planning, Estate Planning, Tax Planning, Family Office, RIA, Investment Management, Trust & Estate, Alternative Investments, Retirement Planning, Foundations & Endowments, Investment Services, 401k for Businesses, Small Business Tax, Direct Indexing, Portfolio Management, Education Panning, Wealth Management.
HQ
New York, New York
Competitors
Cubbit, Blackbird Labs, Mechanical Orchard, Wingspan, OnRamp, Farther, Rogo, Seven Starling, Momentum.io, Vitable Health.
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