Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
View Top Employees from Savvy Wealth| Website | https://savvywealth.com |
| Employees | 55 (36 on RocketReach) |
| Founded | 2021 |
| Industry | Financial Services |
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Savvy Wealth Questions
Ashley Keating is the Head of Client Marketing of Savvy Wealth.
36 people are employed at Savvy Wealth.
Savvy Wealth is based in New York, New York.
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