What departments does Savvy Wealth have?

Savvy Wealth has employees across 8 departments including Engineering, Operations, Finance, Marketing, Customer Success.

What is the largest department at Savvy Wealth?

The largest department at Savvy Wealth is Marketing with 5 employees.

Where are Savvy Wealth employees located globally?

Savvy Wealth has employees across 5 continents and 6 countries including Kenya, India, United States Of America, Australia, Argentina.

How has Savvy Wealth's team size changed over time?

Savvy Wealth's team has grown from approximately 136 to 177 employees based on available data.

Savvy Wealth Employee Directory

Q: Who are Savvy Wealth's key employees and leadership?

Savvy Wealth's key employees include: Founder & Ceo: R. M., Chief Growth Officer: D. W., Chief Technology Officer: E. H., Chief Operating Officer: A. H., Chief Investment Officer: A. S..

Financial ServicesNew York, United States201-500 Employees

Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.

Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Find Savvy Wealth employees' phone numbers or email addresses

Savvy Wealth Global Highlights

North America
203

United States Of America
203

South America
3

Argentina
2
Peru
1

Africa
1

Kenya
1

Asia
1

India
1

Oceania
1

Australia
1

Savvy Wealth's Leadership

D. W.
Chief Growth Officer
Mobile Phone
Email
E. H.
Chief Technology Officer
Mobile Phone
Email
A. H.
Chief Operating Officer
Mobile Phone
Email
A. S.
Chief Investment Officer
Mobile Phone
Email
R. R.
Vp Of People And Places
Mobile Phone
Email
S. C.
Head Of Marketing, Bd, And Gtm Strategy
Mobile Phone
Email
J. P.
Head Of Customer Success
Mobile Phone
Email
A. Y.
Head Of Finance And Business Operations
Mobile Phone
Email

Savvy Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business Development
Engineering
Arts & Design
Entrepreneurship
Other
Business

Contact profiles from Savvy Wealth

Name

Title

Contact Info

Location

Last Update

R. M.
Founder & Ceo
Mobile Phone
Email
United StatesNew York
Mar 26, 2026
D. W.
Chief Growth Officer
Mobile Phone
Email
United StatesNew York
Mar 26, 2026
E. H.
Chief Technology Officer
Mobile Phone
Email
United StatesNew York
Mar 23, 2026
A. H.
Chief Operating Officer
Mobile Phone
Email
United StatesNew York
Mar 06, 2026
A. S.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Mar 26, 2026
L. F.
Executive Assistant To Ceo
Mobile Phone
Email
United StatesNew York
Mar 11, 2026
R. R.
Vp Of People And Places
Mobile Phone
Email
United StatesNew York
Oct 09, 2025
S. C.
Head Of Marketing, Bd, And Gtm Strategy
Mobile Phone
Email
United StatesNew York
Mar 23, 2026
J. P.
Head Of Customer Success
Mobile Phone
Email
United StatesNew York
Mar 24, 2026
A. Y.
Head Of Finance And Business Operations
Mobile Phone
Email
United StatesNew York
May 01, 2025

Frequently Asked Questions

What is Savvy Wealth known for?

Savvy Wealth was founded in 2021 operates in the Financial Services industry. The company's main headquarters is located in New York, New York 10001 United States. Explore Savvy Wealth's company overview page for more information.

What is Savvy Wealth's most common email format?

Savvy Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Savvy Wealth email formats with LeadIQ.

How many employees does Savvy Wealth have currently?

Savvy Wealth has approximately 221 employees as of March 2026. These team members are located across 5 continents, including North AmericaSouth AmericaAfrica.

Who are Savvy Wealth's key employees and leadership?

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

Chief Growth Officer: D. W.
Chief Technology Officer: E. H.
Chief Operating Officer: A. H.
Chief Investment Officer: A. S.
Vp Of People And Places: R. R.

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