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Nathan Wallace
Principal Wealth Advisor at Savvy Wealth
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Work Experience
Principal Wealth Advisor
Jul 2022 - Present · 2 years and 5 months
Managing Member
Aug 2013 - Present · 11 years and 4 months
Board Member
Jul 2020 - Present · 4 years and 5 months
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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