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Savvy Wealth Employee Directory

Financial ServicesNew York, United States201-500 Employees

Savvy Wealth has about 270 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (95%) and Brazil (2%). Banking and Business Development make up over half of the profiles with a known department. Savvy Wealth's workforce spans 18 departments.

Find Savvy Wealth employees' phone numbers or email addresses

Savvy Wealth Global Highlights

Location
Employees

North America
257

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  • United States Of America
    254
  • Mexico
    1
  • Costa Rica
    1
  • Canada
    1

South America
6

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  • Brazil
    4
  • Peru
    1
  • Argentina
    1

Africa
1

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  • Kenya
    1

Asia
1

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  • India
    1

Oceania
1

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  • Australia
    1

North America accounts for 97% of Savvy Wealth's workforce, followed by South America (2%).

Savvy Wealth's Leadership

  • Wealth Manager at Savvy Wealth
    D. S.
    Wealth Manager
    Mobile Phone
  • Wealth Manager - Cpwa® Certified Private Wealth Advisor® Professional at Savvy Wealth
    A. P.
    Wealth Manager - Cpwa® Certified Private Wealth Advisor® Professional
    Mobile Phone
  • Wealth Manager at Savvy Wealth
    C. F.
    Wealth Manager
    Mobile Phone
  • Senior Wealth Manager at Savvy Wealth
    C. S.
    Senior Wealth Manager
    Mobile Phone
  • Wealth Manager at Savvy Wealth
    D. T.
    Wealth Manager
    Mobile Phone
  • Wealth Manager at Savvy Wealth
    E. M.
    Wealth Manager
    Mobile Phone
  • Marketing Operations Manager at Savvy Wealth
    K. G. M.
    Marketing Operations Manager
    Mobile Phone
  • Associate Wealth Manager at Savvy Wealth
    L. V.
    Associate Wealth Manager
    Mobile Phone

Savvy Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Engineering
  • Arts & Design
  • Entrepreneurship
  • Other
  • Business
  • Recruiting

Banking is the largest department at 72% of profiles with a known department, followed by Business Development (8%) and Engineering (5%).

Contact profiles from Savvy Wealth

Name
Title
Contact
Location
Last Update
  • Wealth Manager at Savvy Wealth
    D. S.
    Wealth Manager
    Mobile Phone
    Sep 30, 2026
  • Wealth Manager - Cpwa® Certified Private Wealth Advisor® Professional at Savvy Wealth
    A. P.
    Wealth Manager - Cpwa® Certified Private Wealth Advisor® Professional
    Mobile Phone
    Apr 14, 2026
  • Wealth Manager at Savvy Wealth
    C. F.
    Wealth Manager
    Mobile Phone
    Apr 16, 2026
  • Senior Wealth Manager at Savvy Wealth
    C. S.
    Senior Wealth Manager
    Mobile Phone
    May 04, 2026
  • Wealth Manager at Savvy Wealth
    D. T.
    Wealth Manager
    Mobile Phone
    Jul 21, 2026
  • Wealth Manager at Savvy Wealth
    E. M.
    Wealth Manager
    Mobile Phone
    Apr 17, 2026
  • Marketing Operations Manager at Savvy Wealth
    K. G. M.
    Marketing Operations Manager
    Mobile Phone
    Peru
    Sep 08, 2026
  • Associate Wealth Manager at Savvy Wealth
    L. V.
    Associate Wealth Manager
    Mobile Phone
    Apr 16, 2026
  • Wealth Manager at Savvy Wealth
    Q. S.
    Wealth Manager
    Mobile Phone
    Sep 18, 2026
  • Onboarding Manager at Savvy Wealth
    S. N.
    Onboarding Manager
    Mobile Phone
    Apr 21, 2026

Frequently Asked Questions

What are the largest departments at Savvy Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 72% of profiles with a known department, followed by Business Development (8%) and Engineering (5%). Savvy Wealth's workforce spans 18 departments.

Where are Savvy Wealth's employees located?

Minus sign iconPlus sign iconSavvy Wealth has about 270 employees across 2 continents, most of them in North America. North America accounts for 97% of Savvy Wealth's workforce, followed by South America (2%). By country, the largest groups are United States Of America (95%) and Brazil (2%).

How many employees does Savvy Wealth have currently?

Minus sign iconPlus sign iconSavvy Wealth has approximately 270 employees as of October 2026. These team members are located across 5 continents, including North America, South America and Africa.

Who are Savvy Wealth's key employees and leadership?

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As of October 2026, Savvy Wealth's key employees include:

  • Wealth Manager: D. S.
  • Wealth Manager - Cpwa® Certified Private Wealth Advisor® Professional: A. P.
  • Wealth Manager: C. F.
  • Senior Wealth Manager: C. S.
  • Wealth Manager: D. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Savvy Wealth's most common email format?

Minus sign iconPlus sign iconSavvy Wealth employees' email format typically follows the pattern of First.Last@savvywealth.com. Trying to find reliable and up-to-date employee contact data? Find more Savvy Wealth email formats with LeadIQ.

What is Savvy Wealth known for?

Minus sign iconPlus sign iconSavvy Wealth was founded in 2021 and operates in the Financial Services industry. Explore Savvy Wealth's company overview page for more information.

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