Savvy

Savvy Wealth is a technology-driven wealth management firm based in New York City, dedicated to modernizing financial advisory services through a digital-first platform. The company leverages AI-powered software, automated sales and marketing, and streamlined back-office workflows to enhance the efficiency and scalability of financial advisors. Having raised over $105 million from prominent investors, Savvy has experienced significant growth, surpassing $2.2 billion in assets under management in less than three years.