Tag : Savvy Wealth

Savvy Wealth Announces the Launch of Savvy Custodial Platform
Finance Investment Services News

Savvy Wealth Announces the Launch of Savvy Custodial Platform

Business Wire
by Business Wire0
Platform offers modern custody and account infrastructure built for today’s advisors and firms that goes beyond legacy offerings Savvy Wealth, the AI-native wealth management platform for independent financial advisors, announced the launch of Savvy Custodial Platform1, its new custodial offering built for registered investment advisor (RIA) owners and firms. Read......
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......
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Artificial Intelligence Fintech News

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Business Wire
by Business Wire0
Former LPL Financial CEO and Chairman Mark Casady participates in company’s Series B funding round, joins its Board of Directors to help build the future of wealth management Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72......
Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer
Fintech News

Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer

Business Wire
by Business Wire0
New technology chief will build out product and engineering teams, drive product innovation within the Savvy Wealth platform Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, welcomes Eric Hurkman as its first chief technology officer (CTO). Hurkman joins Savvy Wealth to lead the......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
by Business Wire0
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
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