Savvy
savvywealth.comLocations
New York, NY, USA · Union Square, New York, NY, USA
industry
Finance
Size
51 - 200 employees
founded in
2021
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors centered around optimizing human financial advice. With this platform, financial advisors utilize its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.
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