Savvy Wealth

Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.

Category: Fintech
Funding: VC-backed

Every fact above is shown only where it could be checked against a source: funding against a primary source, backers against the investor’s own directory, and a location only where the company names that city on its own site. A row that is absent is one we could not source, not a zero. The summary is a written description of the company. Category is our own classification. Spotted something wrong? Tell us.