Savvy 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 our software to make them dramatically more efficient and support more clients without adding additional headcount.

Finance

FinTech

Savvy

Savvy's headquarters in New York, NY, United States

Ritik Malhotra

Jed Entin

Lindsay F.

Steven Cherucheril

Makaela Williams da Graça

Craig Suchodolski

Ashley Keating

Tomas Castiglioni

Lisandra Wilmott

Tom Zhang

Eric Hurkman

Brianna F.

Aaron Wiegman

Frank Remund

Daniel Brady

Dan Perrino

Eric Kirste

Amir Har-El

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People (5)

Daniel Brady

Ritik Malhotra

Amir Har-El

Ashley Keating

Sydney B.

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