Savvy
Savvy
savvywealth.com

Locations

New York, NY, USA · Union Square, New York, NY, USA

industry

Finance

Size

51 - 200 employees

Stage

Other

founded in

2021

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Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors centered around optimizing human financial advice. With this platform, financial advisors utilize its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.

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