Savvy Wealth

Wealth platform and RIA for independent financial advisors

Savvy Wealth is a registered investment advisor that gives independent financial advisors a modern home for their practice. Wealth management is a $545 billion industry still running on manual work — 75% of advisors offer no digital communication beyond email, and most build financial plans by hand in spreadsheets. Advisors bring their book to Savvy and operate under their own brand or its, while Savvy provides a proprietary technology platform and client portal, in-house marketing, investment management and a client services team running day-to-day operations. Savvy earns a percentage of the assets those advisors manage.