Savvy Wealth
Wealth Management
15 open rolesWealth ManagementNew York, United States45 employees$100M raisedEst. 2021
Thrive Capital
Index Ventures
Alumni Ventures
Canvas Ventures
Brewer Lane Ventures
The House Fund
About Savvy Wealth
- Savvy Wealth is a technology-enabled wealth management firm and SEC registered investment adviser.
- It provides a digital-first platform and modern workflows for independent financial advisors, handling operational lift and empowering them to deliver a stronger client experience to high net worth individuals.
Savvy Wealth is listed on Rocketlist with 15 active roles. The company is categorized as Wealth Management in FinTech. Savvy Wealth is at Series B stage, with a B2B and B2C business model, headquartered in New York, United States. Savvy Wealth was founded in 2021 and has 45 employees. Savvy Wealth has raised $100M. Active roles are refreshed daily from public hiring sources.