Savvywealth is a technology‑driven wealth management platform that pairs fiduciary‑bound financial advisors with AI‑enhanced analytics to deliver personalized financial plans. It consolidates a client’s assets into a single dashboard and offers integrated services such as investment management, tax optimization, retirement, estate planning, and alternative investments, enabling proactive portfolio adjustments and streamlined reporting.
Funding
$72M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
6OFounders
Product
Problem
Many high‑net‑worth individuals and families struggle to obtain personalized, holistic financial advice that integrates investment management, tax planning, estate strategies, and other specialized services, often facing fragmented advice from multiple providers and inefficient, manual processes.
Solution
Savvy delivers a technology‑driven wealth management platform that connects clients with experienced, fiduciary‑bound financial advisors. The platform aggregates all of a client’s accounts into a single digital view, enabling advisors to craft customized financial plans that align with each client’s goals, risk tolerance, and life stage. Integrated tools automate routine back‑office tasks, CRM, and performance reporting, allowing advisors to focus on high‑value strategic guidance. Services span investment management, tax optimization, direct indexing, retirement and education planning, trust and estate strategies, risk management, and access to alternative investments. The combination of human expertise and proprietary AI‑enhanced analytics provides proactive portfolio adjustments, tax‑loss harvesting, and real‑time progress tracking, delivering a seamless, personalized experience.
Target Audience
Primary customers are high‑net‑worth individuals and families in the United States seeking comprehensive, personalized wealth management, as well as corporate employees (e.g., P&G) and business owners requiring specialized planning and advisory services.
Features
- Unified client dashboard that consolidates assets from multiple custodians for a single, real‑time financial picture
- AI‑powered analytics for portfolio construction, tax‑loss harvesting, and risk assessment
- Fiduciary‑bound advisors offering customized plans across investment, tax, retirement, estate, and alternative investment services
- Automated workflow tools for CRM, compliance, and back‑office operations to increase advisor efficiency
- Direct indexing and personalized index portfolios with automatic tax optimization
- Secure integration with major custodians (e.g., Fidelity, Charles Schwab) for asset custody and transaction execution
- Multi‑channel lead generation and marketing automation to match clients with advisors based on focus areas and preferences