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Savvy Wealth is a technology driven wealth management firm building software to drive a best-in-class, automated and efficient experience between financial advisors and their clients. Savvy’s elevated digital experience manages all aspects of a clients’ financial life – from tax strategy to investment management to estate planning and alternative investments – in one place.
Savvy caters to high-net-worth individuals in lucrative industries that have reached a point in their life where real, human expertise is needed to navigate their financial journey, with the digital experience to match. Savvy’s built-from-scratch platform provides advisors the tools they need to manage every aspect of a clients’ financial life, from estate planning to angel investments.
Savvy is backed by Silicon Valley VCs Index Venture and Thrive Capital, Savvy is a team of former founders and operators that bring over two decades of experience from the likes of Square, Brex, Facebook, Airbnb, and Box.
Savvy Wealth hand-picks its advisors through a highly rigorous and selective recruiting process. Savvy advisors are vetted in being able to speak specifically to high-net-worth clients and provide financial products that meet their needs. Savvy advisors have mastery over servicing high-net-worth clients that need wealth planning and management over complex areas including startup equity (ISO/NSOs), pre and post-exit planning, RSUs, estate planning, tax-efficient diversification, debt restructuring, alternative investments, and more.
Savvy’s platform is built for both advisors and clients, and is an all-in-one destination to manage the clients full financial picture together with their advisor.
Unlike other wealth management offerings that license their product or sell it as a subscription (SaaS) service, Savvy’s platform is built exclusively for Savvy’s advisors and their clients. This ensures we remain focused on building out our platform for a specific type of advisor and a specific type of client. While today there’s no shortage of fintech offerings (especially SaaS), Savvy is taking a fully integrated approach by employing top-tier advisors full time and building the technology to help them collaborate with their clients seamlessly to build their financial future.
Savvy is a registered RIA with the SEC. This means we are a fiduciary, with an independent (no proprietary products), fee only advisor structure (no commissions). We have to act in your best interest, and don’t sell you products we earn kickbacks from or give you unbiased advice. We know finding a well-versed advisor is a crapshoot, which is why we hand-select only the industry’s top-rated advisors through rigorous screening and interviewing.
Savvy offers fully customizable investments across all major asset classes. Your advisor works with you to build a plan that serves both your immediate and longer term needs. We partner with custodial banks including Schwab to physically hold your funds for safety, security, and peace of mind.
Savvy is currently building out its platform and plans to support the needs of high-net-worth clients living in the 21st century. This is why supporting alternative investments – including crypto, angel investments, fine art investing, and private equity – is a top priority on Savvy’s roadmap. We’re constantly working to add more partners to our alternatives platform for clients to take advantage of.