Verified fintech
Savvy Wealth
- Headquarters
- New York, NY
- Website
- savvywealth.com
- Category
- Wealth & investing
About
Savvy Wealth is a technology platform and SEC-registered investment adviser for independent financial advisors. It provides AI-based software for client data, planning and notes, plus operations, compliance and marketing support, while advisors keep ownership of their practices and clients. It works with advisors moving from banks, wirehouses and other firms.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.