Savvy offers an integrated technology platform and sales and marketing automation for financial advisors. It provides stock and equity planning, crypto investment management, direct indexed tax-loss harvesting, and liquidity event planning. The company was founded in 2021 and is based in New York, New York.
Missing: Savvy's Product Demo & Case Studies
Promote your product offering to tech buyers.
Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.
Missing: Savvy's Product & Differentiators
Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).
Expert Collections containing Savvy
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Savvy is included in 1 Expert Collection, including Wealth Tech.
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Latest Savvy News
Nov 14, 2022
By Edlyn Cardoza Share Savvy Wealth, a digital-first platform for financial advisors centered around modernising human, financial advice, announced that it has raised $11 million in Series A-1 funding led by The House Fund. Additional investors include Index Ventures and Thrive Capital, who also participated in its Seed round, and new investor Brewer Lane Ventures. The fresh capital demonstrates confidence in Savvy’s business model by new and existing investors, including founders of Plaid, Instacart, Figma, Opendoor, Flexport, and several other strategic partners. “Next-generation investors demand a tech-forward, personalized relationship with their financial advisor,” said Jeremy Fiance, Managing Partner of The House Fund. “This is a first-class team and product set that we believe will transform how financial advisors grow their business and serve their clients.” This raise brings Savvy to $18 million in new funding in less than a year, enabling the company to focus on developing modern software that promises to streamline and simplify marketing, compliance, and back-office operations for growth-minded financial advisors seeking to increase AUM. Savvy’s founding class of five financial advisors brings direct experience managing client assets at BNY Mellon, Merrill Lynch, Morgan Stanley, and independent RIAs across the country. “Savvy exists with the sole purpose of empowering financial advisors to increase efficiency, scale revenue, and provide an unforgettable client experience,” said Ritik Malhotra, Co-Founder, and CEO of Savvy. “Today’s advisors still rely on antiquated processes and outdated technology that ultimately lead to subpar client experiences. We’ve built a platform that provides what we believe is the right mix of seamless technology and superior support that allows advisors to do what they do best: serve their clients’ unique needs.” Recent research from Vanguard and Escalent revealed that 93% of investors prefer having a human advisor. By championing innovation in a space rife with manual processes and onerous compliance red tape, Savvy aims to modernise practice management and empower entrepreneurial financial advisors to build their businesses by providing an intentionally built, integrated technology platform that accelerates growth. “Having spent more than two decades in the wealth management industry, I believe technology implementation will be a driver of success for financial advisors in the years to come,” said Eric Kirste, CFP®, CIMA®, AIF®, one of the initial five founding Principal Wealth Managers at Savvy. “Savvy truly understands the challenges in front of time-constrained advisors, and I’m excited to be a part of the modernization of financial advice.” Previous Article Digital monthly issue Global coverage
Savvy Web Traffic
Savvy Frequently Asked Questions (FAQ)
When was Savvy founded?
Savvy was founded in 2021.
Where is Savvy's headquarters?
Savvy's headquarters is located at New York.
What is Savvy's latest funding round?
Savvy's latest funding round is Series A.
How much did Savvy raise?
Savvy raised a total of $18.3M.
Who are the investors of Savvy?
Investors of Savvy include Index Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures, Jordan Park Group and 6 more.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.