Company
Savvy Wealth
The invisible engine behind independent advisors
Also known as Savvy Wealth, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2B
- Headquarters
- New York City, New York, United States
- Customers
- independent financial advisors
- Legal name
- Savvy Wealth, Inc.
- savvywealth.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Careers (opens in a new tab)
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Record updated 18 September 2026
About
Our mission is to make great financial advice easier to deliver. We are a registered investment advisor (RIA) partnering with independent financial advisors to help make that a reality.
Products
- Web
- Savvy Intelligence
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