Tag: Savvy Wealth

Savvy Wealth, an AI-native registered investment advisor (RIA) serving independent financial advisors, has rolled out its own private markets programme, giving advisors on its...

Savvy Wealth, an AI-native wealth management platform serving independent financial advisors, has rolled out Savvy Custodial Platform, a new custody offering designed for registered...

Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has closed a $100m Series C funding round.

Savvy Advisors, a federally registered investment advisor tied to Savvy Wealth, which supports independent financial advisors with AI-driven technology and operational infrastructure, has welcomed...

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...

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

Key US WealthTech investment stats in Q3 2024: US WealthTech funding increased by 42% in Q3 QoQ By accounting for over 20% of all...

Savvy Wealth, a digital platform tailored for financial advisors, has announced the closure of its Series A, bringing in an additional $15.5m.