
51 - 200 employees
Founded 2021
💳 Fintech
💸 Finance
👥 B2C
Fintech • Finance • B2C
Savvy Wealth is a technology-driven wealth management firm that offers innovative financial planning and investment management services to high net worth individuals. The company combines advanced technology with experienced financial advisors to provide personalized financial strategies tailored to each client's unique needs. With a focus on transparency and client interests, Savvy Wealth empowers clients to track their investments and financial performance in an easily accessible dashboard, ensuring a seamless and comprehensive financial management experience.
🕒 June 24
Financial Advisor using Savvy's AI-powered platform to build client-first advisory practice. Focus on investment strategy and client relationships with maximum autonomy and support.
🕒 January 22
Senior Strategic Growth Associate recruiting financial advisors for Savvy Wealth. Identifying, sourcing, and nurturing candidates with transferrable books of business to join our Advisor Growth team.