Savvy Wealth
AI-native technology platform for independent financial advisors
Overview
Savvy Wealth operates a registered investment advisor platform, Savvy Advisors, that gives independent financial advisors practice management, compliance, marketing, and AI-native technology to automate routine workflows and consolidate client data. The company says advisors on its platform save up to 19 hours per week on manual work and report 3x organic client growth versus the industry average. Savvy Wealth has more than 150 advisors and over $8 billion in assets under management as of July 2026. It was founded in 2021 and is based in Manhattan's Union Square.
Details
Pricing
Paid
Category
Finance
Popularity
New
Updated
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