About Savvy Wealth
Technology-enabled RIA and wealth management platform.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Founded
- 2021
- Company type
- Privately Held
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.
Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Specialties
- Financial Planning
- Estate Planning
- Tax Planning
- Family Office
- RIA
- Investment Management
- Trust & Estate
- Alternative Investments
- Retirement Planning
- Foundations & Endowments
- Investment Services
- 401k for Businesses
- Small Business Tax
- Direct Indexing
- Portfolio Management
- Education Panning
- and Wealth Management
Company locations
New York, New York 10001, US
Remote, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 10,543
- People linked to this company
- 248
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.