Savvy Wealth
Digital-first wealth management
About 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.
Savvy Wealth website preview
Company facts
- Category
- Fintech
- Funding stage
- Series B
- Total raised
- $0
- Founded
- 2020
- Team size
- 51–200
- HQ
- New York, United States
- Country
- United States
- Website
- savvywealth.com
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 has raised $0 in their Series B round.