Savvy Wealth Email Format

Financial ServicesNew York, United States201-500 Employees

Savvy Wealth is a New York-based financial services company that serves independent financial advisors. It operates a technology-enabled platform that integrates infrastructure, services, and intelligent tools to support the delivery of financial advice. Savvy Wealth, Inc. is the parent company of Savvy Advisors, Inc., through which advisory services are offered; Savvy Advisors, Inc. is registered with the Securities and Exchange Commission. The platform features AI designed to automate processes such as onboarding, ongoing financial planning, and personalized communications, while not replacing human advice or interacting with retail clients. In 2025, the company completed a Series B funding round of $72 million, appointed Anshul Sharma as chief investment officer, and formed a partnership with Vestwell Holdings, Inc. for small business 401(k) management.

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