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Savvy Advisors
Finance · India · 11-50 Employees
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Overview
Headquarters
13 Manglam Tower Opposite Holy Hospital ...Website
www.savvyadvisors.comRevenue
<$5 MillionIndustry
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 Org Chart
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Savvy Advisors Tech Stack
A closer look at the technologies used by Savvy Advisors
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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... Read More
