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Savvy Wealth
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
41 E 11th St Fl 2, New York, New York, 1...Website
www.savvywealth.comRevenue
$100 MillionIndustry
About Savvy Wealth
Savvy Wealth provides an AI-native platform designed to help independent financial advisors scale their practices. The solution features Savvy Intelligence, an AI-powered operating environment that runs AI agents for each advisor on a unified data layer spanning CRM, investments, tax, and planning, alongside centralized investment management through Savvy Wealth Investment Management (SWIM) and in-house compliance, marketing, and client servicing support.Explore more
Savvy Wealth Org Chart
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Savvy Wealth provides an AI-native platform designed to help independent financial advisors scale their practices. The solution features Savvy Intelligence, an AI-powered operating environment that runs AI agents for each advisor on a unified data layer spanning CRM, investments, tax, and planning, alongside centralized investment management throug... Read More
