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Savvy
savvywealth.comLocations
New York, NY, USA
industry
Finance · Information Technology · Software
Size
51-200 employees
Stage
Series A
founded in
2021
Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.
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