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

This department is responsible for managing client relationships and ensuring customer satisfaction through effective service delivery.

Client Services

The Wealth Management team at Savvy focuses on delivering personalized investment strategies and financial planning services to clients, leveraging advanced technology to enhance client engagement and operational efficiency. By integrating proprietary software solutions, the team effectively manages client portfolios and expands service capabilities, allowing for greater scalability and improved client relationships without increasing headcount.

Wealth Management

This department focuses on identifying and driving initiatives that enhance business growth and development strategies.

Strategic Growth

The Marketing and Growth Team at Savvy is responsible for driving brand awareness and customer acquisition strategies that align with the company's mission of enhancing efficiency in wealth management. This team develops targeted marketing campaigns, engages with potential clients, and analyzes market trends to identify growth opportunities, ensuring that Savvy's innovative solutions effectively reach and resonate with both traditional wealth management firms and their clients.

Marketing and Growth Team

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

The Leadership Team at Savvy spearheads strategic initiatives and drives the company's vision to integrate cutting-edge technology into wealth management practices. Comprising seasoned wealth managers and company founders, this team cultivates partnerships, oversees acquisitions, and ensures that operational efficiencies align with the mission of enhancing client relationships and optimizing service delivery across acquired firms.

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Other teams

Wealth Management

Strategic Growth

Marketing and Growth Team

Software Development

Leadership Team