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Savvy
Savvy
savvywealth.com

Locations

New York, NY, USA

industry

Finance · Information Technology · Software

Size

51-200 employees

Stage

Series A

founded in

2021

Savvy Wealth is a technology-driven wealth management firm that combines modern technology with personalized financial expertise to provide tailored financial planning and investment management services. The company focuses on creating customized financial roadmaps and curated investment portfolios, supported by a dedicated investment team. By partnering with trusted custodians like Charles Schwab and Fidelity, Savvy ensures the security of client assets while streamlining operations through its proprietary technology platform. This innovative approach allows Savvy to enhance client experiences and improve efficiency, positioning the firm as a leader in the evolving wealth management landscape.

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