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Backed by industry leaders¹ from

Financial advisor giving advice to tech professionals

Technology-driven excellence

Bespoke, end-to-end wealth management services your portfolio deserves. Savvy's robust technology platform programmatically builds & evaluates your financial plan together with your Savvy financial advisor in real time.

Your real-time financial picture, right at your fingertips

Get instant access to your advisor and your full financial picture, with none of the back and forth. Real human financial advice with no paperwork, snail mail, fax machines, or phone tag.

Specialties tailored to Savvy Advisors' clients:

Concentrated Stock
Equity Planning

How to hedge or diversify your concentrated and often illiquid position

Liquidity event planning (pre event and post event management)

Option exercising plan (including access to lending products to help with exercising)

Private Market Opportunities

Private investment management

Access to exclusive private market investments

Deal evaluation for venture investment opportunities

Tax Optimization

Direct indexed tax-loss harvesting

Private Placement Life Insurance (super-funded Roth account via third party provider)

Charitable Lead Annuity Trusts and Charitable Remainder Unitrust

Mega backdoor Roth 401(k)

As featured in...

January 24, 2023

Matchmaking Proprietary Tech with Advisors

Savvy Wealth has experienced rapid growth by identifying advisors that are the best fit for its platform.

January 12, 2023

Tech-first RIA startup Savvy Wealth aims to make financial technology work for humans

Brad Weber is quick to joke that he may be the least tech savvy guy out there.

November 10, 2022

Savvy Wealth Inc. attracts $11 million in venture capital

Sharing the news of our Series A-1 capital raise.

Connect with a Savvy Financial Advisor

Designations

How can we help?

WEALTH MANAGEMENT

Financial Planning

Goals-based planning

Cash-flow models based on various life scenarios

Portfolio Management

Managing the portfolio to achieve the desired exposure across all asset classes

Fully tailorable to specifics clients want (ESG tilt, etc.)

Direct indexing offered to maximize tax-loss harvesting benefits at an individual stock level

Concentrated Stock Management (Options/RSUs)

Manage stock options and optimal exercise strategies

Liquidate and diversify concentrated stock positions (e.g., exchange fund)

Secondary market sales for liquidity on private stock

Charitable giving

Philanthropic interests of clients

Tax efficient charitable contributions

Bill paying

Ensuring outgoing bill payments are made on time (provided via third party).

Alternative Investment Opportunities

PE/VC funds, angel investments, crypto

Managing existing investments

Evaluating new opportunities of investment

Crypto Investments

Crypto portfolio allocation

Crypto investment management

Crypto taxation

Credit Management

Manage drawing down on credit facilities (e.g., margin) in a safe manner

Insurance

Personal risk management for liabilities (auto, home/renter’s, umbrella, life, disability)

Tax & Trust

Tax Planning & Strategy

Finding and implementing strategies to minimize tax exposure.

Trust & Estate Planning

Generational wealth planning

Tax optimization through trust structures

Family governance over finances

Tax Filing

Assistance with tax reporting requirements.

We’ve Been There

We understand the struggle of finding and working with a financial advisor, which is why we built Savvy to make the experience simple and enjoyable. Let us help you achieve your financial goals. We've lived it, and we're dedicated to helping other professionals make the most of their hard earned financial milestones. Our leadership team consists of employees from:

Via Acquisition

Early Employees to IPO

Via Acquisition & Experienced IPO

Our Investors ⁽¹⁾

Building the future with the support of leading venture and wealth management investors.

Venture Capital Investors

Wealth Management Investors

Jordan Park

Thrive Capital

Index Ventures

5 leading firms with a combined AUM of over $200B

Backed by industry leaders1 from

Marie Halpert

Marie Halpert

Audrey Martin

Marie Halpert

Audrey Martin

Technology-driven excellence

Your real-time financial picture, right at your fingertips

Specialties tailored to Savvy Advisors' clients:

Concentrated StockEquity Planning

Private Market Opportunities

Tax Optimization

As featured in...

Matchmaking Proprietary Tech with Advisors

Tech-first RIA startup Savvy Wealth aims to make financial technology work for humans

Savvy Wealth Inc. attracts $11 million in venture capital

Matchmaking Proprietary Tech with Advisors

Tech-first RIA startup Savvy Wealth aims to make financial technology work for humans

Savvy Wealth Inc. attracts $11 million in venture capital

Savvy Wealth Welcomes Brad Weber to its Founding Class of Advisors

Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists

Gen X's pedal-to-the-metal moment in saving for retirement

The Latest In Financial #AdvisorTech

Advisor Tech Talk

Connect with a Savvy Financial Advisor

Dan Perrino

Nathan Wallace

Eric Kirste

How can we help?

Financial Planning

Portfolio Management

Concentrated Stock Management (Options/RSUs)

Charitable giving

Bill paying

Alternative Investment Opportunities

Crypto Investments

Credit Management

Insurance

Tax Planning & Strategy

Trust & Estate Planning

Tax Filing

We’ve Been There

Our Investors (1)

Marie Halpert

Danielle McDonald

Danielle McDonald

Backed by industry leaders¹ from

Concentrated Stock
Equity Planning

Our Investors ⁽¹⁾