Savvy
At a Glance
Finance / Fintech
Overview
Savvy is a wealth management platform that addresses inefficiencies in the $545 billion industry by providing digital solutions for financial advisors. Focused on modernizing human financial advice, Savvy leverages AI-driven software and automated sales and marketing tools, enabling advisors to enhance client interactions and streamline their workflows. The company has achieved significant growth, surpassing $2.2 billion in assets under management within three years and attracting over $105 million in funding from prominent investors. Savvy aims to empower financial advisors through technology, allowing them to dedicate more time to client-facing activities instead of administrative tasks.
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