Savvy Wealth
Financial Services · 11 Employees
Email Address: david.gottlieb@savvyadvisors.com
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About
Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
Website
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
New York, New York, US
Keywords
Wealth ManagementFinancial ServicesFinTech
Location
2
- New York, New York, US
Email Formats
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FormatExamples
first + last
andywarhol@savvywealth.com
first_initial + last
awarhol@savvywealth.com
first + last_initial
andyw@savvywealth.com
first
andy@savvywealth.com
last
warhol@savvywealth.com
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