Company profile
Savvy Wealth
Technology-enabled RIA and wealth management platform.
- Industry
- Financial Services
- Employees
- 249
- Headquarters
- New York, New York, US
- Founded
- 2021
- LinkedIn followers
- 10,836
- Office locations
- 2
Savvy Wealth company summary
Savvy Wealth is a company in the Financial Services industry, headquartered in New York, New York, US, founded in 2021. On LinkedIn the company has around 249 employees and 10,836 followers. The company lists 2 office locations. Its listed specialties include Financial Planning, Estate Planning, Tax Planning, Family Office, RIA.
What technology does Savvy Wealth use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Savvy Wealth
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Specialties
Where is Savvy Wealth located?
Savvy Wealth lists 2 office locations.
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Frequently asked questions about Savvy Wealth
What does Savvy Wealth do?
Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
How many employees does Savvy Wealth have?
Savvy Wealth has around 249 employees on LinkedIn.
Where is Savvy Wealth headquartered?
Savvy Wealth is headquartered in New York, New York, US.
Where does Savvy Wealth have offices?
Savvy Wealth lists 2 office locations, including New York, New York, US; Remote, US.
When was Savvy Wealth founded?
Savvy Wealth was founded in 2021.
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