Tag : AI-native registered investment advisor

Savvy Wealth Launches Proprietary Private Markets Program for Independent Advisors
Finance Investments News

Savvy Wealth Launches Proprietary Private Markets Program for Independent Advisors

Business Wire
by Business Wire0
The multi-vintage program gives advisors access to curated private markets managers, beginning with venture capital and growth equity Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, announced the launch of a proprietary private markets program for advisors on its platform. The multi-vintage program will open access......
Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice
Finance Investments News

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

Business Wire
by Business Wire0
Savvy Intelligence unifies investments, tax, and planning—powered by the first AI agent built to act on it Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view......
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