Savvy Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · India · 11-50 Employees

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Overview

Headquarters

13 Manglam Tower Opposite Holy Hospital ...

Revenue

<$5 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
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ZI Rank
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About Savvy Advisors

Savvy Advisors, Inc. is an SEC registered investment adviser and wealth management firm headquartered in New York, NY. The company provides asset management, financial planning, and investment strategies to high net worth individuals. Its services include tax optimization, retirement planning, direct indexing, and trust and estate succession planning. Savvy operates as a technology-driven firm, utilizing a proprietary platform and AI-powered CRM to deliver consolidated account reporting and performance tracking. Additionally, the company provides an all-in-one RIA platform for financial advisors, offering back-office support for compliance, billing, and client onboarding to help them scale their practices.Explore more
Savvy Advisors's Social MediaPopular SearchesSavvy AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Savvy Advisors Org Chart

PhoneEmail
Paul Castanheiro, President & Founder at Savvy Advisors
India flag for contact location.

President & Founder

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Company Profile Activity

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Among all Finance companies

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Activity Insights

Savvy Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Savvy Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Savvy Advisors.

Savvy Advisors Tech Stack

A closer look at the technologies used by Savvy Advisors

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Frequently Asked Questions Regarding Savvy Advisors

What is Savvy Advisors's official website?
Savvy Advisors's official website is www.savvyadvisors.com
What is Savvy Advisors's Revenue?
Savvy Advisors's revenue is <$5 Million
What is Savvy Advisors's SIC code?
Savvy Advisors's SIC: 62,628
What is Savvy Advisors's NAICS code?
Savvy Advisors's NAICS: 52,523
How many employees does Savvy Advisors have?
Savvy Advisors has 11-50 employees
What industry does Savvy Advisors belong to?
Savvy Advisors is in the industry of: Finance, Software, Securities Trading
What technology does Savvy Advisors use?
Some of the popular technologies that Savvy Advisors uses are: Mailgun, GoDaddy DNS, Google Workspace, Gmail
What does Savvy Advisors do?

Savvy Advisors, Inc. is an SEC registered investment adviser and wealth management firm headquartered in New York, NY. The company provides asset management, financial planning, and investment strategies to high net worth individuals. Its services include tax optimization, retirement planning, direct indexing, and trust and estate succession planni... ng. Savvy operates as a technology-driven firm, utilizing a proprietary platform and AI-powered CRM to deliver consolidated account reporting and performance tracking. Additionally, the company provides an all-in-one RIA platform for financial advisors, offering back-office support for compliance, billing, and client onboarding to help them scale their practices.Read More

What are Savvy Advisors social media links?
Savvy Advisors Linkedin page
Is Savvy Advisors a public company?
Savvy Advisors is private company therefore does not currently have an official ticker symbol
See more information about Savvy Advisors

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