Savvy Wealth

High-Level Overview

Savvy Wealth is a technology company that provides a digital-first platform for financial advisors, modernizing human financial advice through AI-powered tools, automation, and integrated services.[1][3][5] It empowers independent advisors to scale their practices by handling back-office workflows, CRM, marketing, client onboarding, and financial planning, while allowing them to focus on client relationships and revenue growth.[1][3][4] The platform serves financial advisors and their clients—primarily high-net-worth individuals seeking personalized fiduciary advice on investments, retirement, taxes, estate planning, and small business guidance—partnering with custodians like Charles Schwab for secure asset management.[2][4]

Founded in 2021, Savvy has shown strong growth: it raised Series A in 2022, expanded its U.S. advisor network by 2023, earned recognition as a top-growing platform in 2024, and secured Series B funding in 2025 to fuel further expansion, achieving over 700% growth in the prior 12 months.[1][3]

Origin Story

Savvy Wealth was founded in 2021 by a team of former founders and operators with experience starting and selling companies, plus building tech giants like Airbnb, Square, Robinhood, Facebook, and others.[1][3] The idea emerged from the gap between wealth management's purpose—delivering purposeful financial advice—and its outdated realities, aiming to blend technology, creativity, and human expertise to redefine the industry.[1]

Key early milestones include launching the first advisor cohort post-Series A in 2022, rolling out real-time financial tools and U.S. network expansion in 2023, rapid growth recognition in 2024, and Series B funding in 2025 to accelerate advisor onboarding and platform innovation.[1] CEO-led vision emphasizes amplifying human connection, with CTO Eric Hurkman (ex-Carta, Robinhood acquisitions) driving AI integration.[1][6]

Core Differentiators

• Advisor empowerment platform: Integrates AI for sales/marketing automation, back-office workflows, CRM, and rapid onboarding, freeing advisors for client time and revenue growth—unlike pure robo-advisors.[3][4][6]
• Human + tech hybrid model: Fiduciary advisors deliver personalized portfolios with real-time data, tax-loss harvesting, direct indexing, and comprehensive planning (retirement, estate, taxes, alternatives), monitored via an integrated client portal.[2][4]
• Growth tools: Lead generation, multi-channel marketing campaigns, competitive revenue sharing, and performance reporting to scale practices efficiently.[3][4]
• AI augmentation, not replacement: AI handles personalization, content, and tasks like education materials but leaves investment decisions to human advisors.[6]
• Proven funding and team: $34M raised from Canvas Ventures, Thrive Capital, Index Ventures, and execs; team from fintech leaders.[3]

Role in the Broader Tech Landscape

Savvy Wealth rides the fintech wave of hybrid wealth management, merging digital efficiency with human fiduciary advice amid rising demand for personalized, tech-enhanced services post-robo-advisor era.[1][2][3] Timing aligns with AI maturation in finance, regulatory pushes for fiduciary standards, and advisors' shift from legacy systems to scalable platforms, fueled by aging populations needing retirement/estate planning.[2][4][6]

Market forces like custodian integrations (e.g., Schwab) and alternatives/direct indexing favor Savvy, enabling advisors to compete with wirehouses while serving HNW clients avoiding DIY tools.[2][4] It influences the ecosystem by onboarding independent advisors en masse, standardizing tech-driven practices, and setting benchmarks for AI-human synergy in a $100T+ wealth industry.[1][3][5]

Quick Take & Future Outlook

Savvy Wealth is poised for explosive scaling post-Series B, targeting advisor network expansion, deeper AI features (e.g., predictive analytics, hyper-personalized planning), and potential RIA aggregator status.[1][3][6] Trends like AI democratization, regulatory tech mandates, and HNW wealth transfers ($84T by 2045) will propel it, alongside fintech consolidation.

Its influence may evolve into a dominant platform for 10,000+ advisors, blending tech scale with human trust—ultimately modernizing an industry long ripe for disruption, as its 700% growth trajectory signals.[3]