Savvy Wealth, an AI-native registered investment advisor (RIA) designed for independent financial advisors, has launched Savvy Intelligence, a new agentic AI product integrated into its vertically integrated platform.
The product gives advisors a continuously refreshed, household-level view of each client’s financial life, encompassing investments, tax information and financial plans, within a single, unified environment.
Unlike traditional RIA firms that operate across fragmented technology stacks, Savvy was designed from inception as an AI-native solution. Savvy Intelligence eliminates the need for manual data reconciliation or switching between systems, consolidating all relevant client information in one place for the firm’s nearly 135 advisors.
The platform’s first agent, the Financial Planning Agent, provides advisors with household-level context across a client’s financial circumstances. It models life-change scenarios in real time, identifies tradeoffs and generates auditable, client-ready outputs within minutes. Advisors are able to run large numbers of “what if” scenarios drawing automatically from portfolio, tax and planning data, with results displayed on a live, interactive canvas that adapts as circumstances evolve.
Savvy Intelligence also acts as the central operating environment for future AI agents, all drawing from the same integrated data layer. The firm has outlined a roadmap that includes a Tax Agent for year-round tax strategy, a Relationship Monitor to support proactive client engagement, and an Investment Management Agent for real-time portfolio intelligence and multi-generational planning workflows.
Savvy’s broader platform, which includes Savvy Wealth Investment Management, Savvy Tax and Savvy Financial Planning, is designed to allow individual advisors and advisory teams to operate with the scale and capacity of a larger enterprise.
By centralising and automating data-heavy work across tax, planning and investments, the firm aims to extend family office-level services to a wider range of households beyond the ultra-high-net-worth segment.
Savvy Wealth founder and CEO Ritik Malhotra said, “The next generation of financial advice won’t be determined by the firms with the biggest AI budgets; it will be won by the advisors with data that provides the context that powers their AI, turning insight into actionable, real-time client outcomes.”
Malhotra added, “Savvy has always believed in the importance of placing humans at the center of the advisor-client relationship, and as we build new technology and agents, we are focused on furthering our commitment to freeing up advisors to be more present for the individuals and families that they serve.
“Rather than replacing advisors, artificial intelligence technology like Savvy Intelligence will enable advisors to evolve into ‘conductors’ or ‘editors,’ going beyond what is possible with legacy technology to handle technical tasks via specialized AI agents—like financial planning—while spending more time with their clients and growing their businesses.”
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