Overview
AI-native wealth advisory supported by an integrated operating platform and specialist teams.
What Savvy Wealth does
Savvy Wealth supports financial advisors with technology, operations, compliance and specialist investment resources. Its affiliated advisory business, Savvy Advisors, provides wealth-management services to clients through human financial advisors.
The platform brings client information and day-to-day workflows together, while shared teams support administration, marketing and investment management. Advisors can use centrally managed investment models or more customized strategies depending on the client relationship.
Savvy combines an advisor network and service infrastructure with AI-native technology. It serves both the advisors building a practice and the clients receiving financial planning and investment management, rather than offering only a standalone advisor productivity tool.
Company details
- Stage
- Series C
- Funding
- $100 million Series C, reported by Savvy
Founders & leadership
Investors & backers
Savvy’s company announcement identifies Halo Fund as lead investor in a $100 million Series C.
- Halo Fund
