Savvy Wealth
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.
Business Model:
Revenue: $1M
Employees: 11-50
Rankings
Detailed Savvy Wealth Information
Geographic Data
Address: -
City: New York
State: NY
Zip: 10017
Country: US
Financial Info
Stage:
Raised Last:
$7M
Raised Total:$7M
Social
Twitter
Linkedin
Crunchbase
Metrics
5,712,343Website Global Rank
1,467Website Monthly Traffic
Twitter Followers
Description
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.
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