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.
- Category
- Wealth Management
- Stage
- Series B
- Employees
- 45
- HQ
- New York, United States
- Founded
- 2021
- Funding
- $100M