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.
- Location
- New York, United States, United States
- Founded
- 2020
- Category
- Fintech
- Funding
- VC-backed
- Team
- 51–200
Frequently asked questions
What does Savvy Wealth do?
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.
Where is Savvy Wealth based?
Savvy Wealth is based in New York, United States, United States.
When was Savvy Wealth founded?
Savvy Wealth was founded in 2020.
How much has Savvy Wealth raised?
Savvy Wealth is vc-backed. Funding details have not been disclosed.
How Savvy Wealth would pitch themselves
○ Auto-generated01Target customer
Consumers + businesses needing modern financial services + infrastructure — typically under-served by legacy banks + processors.
02Problem they solve
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 s… The category has historically been served by tools that miss the modern workflow this product is built around.
03Key differentiator
Savvy Wealth differentiates on digital-first wealth management — focusing on a specific edge in this category vs. broader incumbents.
04Go-to-market strategy
Growth-stage GTM — multi-channel revenue motion (direct enterprise sales, channel partnerships, marketplace listings). Vertical specialisation + verticalised AE teams targeting enterprise + mid-market.