Savvy Wealth
Technology-driven wealth management services
CORE INFO
Savvy Wealth is a financial advisory firm that leverages advanced technology to offer personalized wealth management services, catering to individuals seeking comprehensive financial planning and investment management solutions.
- Series B funding round raised $72 million, led by Industry Ventures, announced on July 2, 2025.businesswire.com
- Assets under management exceed $5 billion, supported by a network of over 100 experienced advisors across 29 states.savvywealth.com
- WealthManagement.com reported on Savvy Wealth's $72 million funding and the addition of Mark Casady to its Board of Directors.wealthmanagement.com
WHY WE WOULD WORK AT SAVVY WEALTH
Empowering Financial Advisors
Savvy Wealth prioritizes empowering its advisors with cutting-edge tools like the AI-powered Co-Pilot CRM, enhancing their ability to provide personalized financial advice.
Rapid Growth Opportunities
With over $5 billion in assets under management and a growing network of advisors, Savvy Wealth offers significant career advancement potential in a fast-paced environment.
Innovative Technology Integration
The firm's Savvy Dashboard allows clients to monitor their investments in real-time, showcasing Savvy Wealth's commitment to a technology-driven approach in wealth management.
Collaborative Culture
Join a team of over 100 experienced advisors who thrive on collaboration and creativity, fostering a supportive environment that values human connections.
Competitive Compensation Packages
Savvy Wealth offers attractive compensation structures, including performance-based incentives, ensuring that your contributions are recognized and rewarded.
Recognized Industry Leader
Savvy Wealth has quickly become one of the fastest-growing wealth management platforms, reflecting its innovative approach and strong market presence.
MARKET AND TRACTION
KEY METRICS
✦ KEY METRICGROWTH TACTICS
MARKET POSITION
SERVICES
TOTAL ADDRESSABLE MARKET
PRODUCT AND TECH
Savvy Dashboard
The Savvy Dashboard is an innovative tool that allows clients to monitor their investments and financial progress in real-time, enhancing transparency and engagement in wealth management.
AI-Powered Technology Platform
Savvy Wealth employs an AI-powered technology platform that streamlines financial advisory services, enabling features like digital client onboarding and automated investment management solutions.
Automated Investment Management
This service includes automated tasks such as tax loss harvesting and portfolio rebalancing, which help optimize investment strategies and improve overall client outcomes.
Digital Client Onboarding
Savvy Wealth's digital client onboarding process simplifies and accelerates the initial setup for new clients, ensuring a seamless transition into their wealth management services.
Comprehensive Financial Services
Savvy Wealth offers a range of personalized financial advisory services, including financial planning, investment management, tax optimization, estate planning, and retirement planning, all tailored to meet individual client needs.