Savvy Wealth
Financial Software · New York, United States · 11-50 Employees
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Overview
Headquarters
111 W 33rd St, New York, New York, 10001...Website
advisors.savvywealth.comRevenue
<$5 MillionIndustry
About Savvy Wealth
Savvy Wealth offers an all-in-one financial planning software designed to enhance advisory services for independent financial advisors. The company provides a modern RIA platform that combines technology and expert operations, allowing advisors to maintain their independence while benefiting from comprehensive support. With features like an AI-powered CRM, seamless digital onboarding, and dedicated marketing assistance, Savvy Wealth aims to help advisors save time and accelerate growth. Targeting RIA owners and independent broker-dealers, Savvy Wealth empowers its clients to manage their practices effectively and retain more of their earnings.Explore more
SIC Code 73,737NAICS Code 51,513Show moreSavvy Wealth Org Chart
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Savvy Wealth offers an all-in-one financial planning software designed to enhance advisory services for independent financial advisors. The company provides a modern RIA platform that combines technology and expert operations, allowing advisors to maintain their independence while benefiting from comprehensive support. With features like an AI-powe... Read More
