Company intelligence
Savvy Wealth
Technology-enabled RIA and wealth management platform.
About Savvy Wealth
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver. 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.
Verified activity
Signals from Savvy Wealth
14 published signals
Strategy & Corporate Development
Savvy Wealth has more than 150 advisors managing more than $8 billion in assets, offering an AI-native approach to financial advice.
Reported by Savvy Wealth
Customers & Market
Savvy Wealth launched an AI-native platform replacing 20+ vendors with 19 hours a week back.
Reported by Clayton Kennamer
Presence & Recognition
Savvy Wealth and Ritik Malhotra are featured in a Forbes daily cover story
Reported by Caroline Danielson