Savvy

Savvy offers a software platform for wealth management advisors to improve the efficiency of the wealth management process and the quality of client service by providing dashboards for end clients to have greater visibility on their portfolios. Savvy automates various sales and marketing as well as backend office services, which enables advisors to focus more on their end clients. The platform looks to combine the knowledge depth of wealth managers with technology, as Savvy programmatically evaluates each financial plan.

It covers a range of wealth management solutions including concentrated stock equity planning, crypto and private market opportunities, and tax optimization, among others. The company planned to expand its infrastructure platform to more financial services in the future, including brokerage, banking, and asset management, among others.