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Eric Kirste
Founding Principal, Wealth Manager at Savvy Wealth
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Work Experience
Founding Principal, Wealth Manager
2022 - Present · 3 years
Senior Financial Advisor
2018 - 2022 · 4 years
Succession Firm Buyer / Senior Financial Planner
2017 - 2018 · 1 years
Company Details
11-50 Employees
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).
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
New York, New York, US
Keywords
Wealth ManagementFinancial ServicesFinTech
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