Tag : Savvy

Blue Barn Wealth and Paragon Private Wealth Partner with Savvy, Adding $550M in Combined AUM
Finance Investments News

Blue Barn Wealth and Paragon Private Wealth Partner with Savvy, Adding $550M in Combined AUM

Business Wire
Blue Barn brings approximately $300M in AUM, while Paragon adds approximately $250M to Savvy’s platform as firm accelerates rapid growth Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), announced the addition of Blue Barn Wealth (“Blue Barn”) and Paragon Private Wealth Management (“Paragon”) to its growing network of independent advisors.......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
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