Savvy Wealth,

Savvy Wealth Inc. is a technology-driven wealth management company based in New York, founded in 2021. It focuses on enhancing financial advisory services through a digital-first platform that empowers independent financial advisors. As an SEC-registered investment adviser, Savvy Wealth manages over $3 billion in assets and has a network of more than 80 advisors across 20 U.S. states. The company offers a comprehensive platform designed to streamline advisor operations and improve client experiences. Key features include real-time net worth tracking, investment monitoring, and automation tools for client onboarding and marketing. Savvy Wealth provides personalized services for high net worth individuals, including retirement planning, estate planning, and tax strategy. The company is committed to bridging the gap between technology and personalized financial advice, ensuring that advisors can focus on building strong relationships with their clients.