Forge the
future of wealth management
Savvy hires leading financial advisors and powers them with proprietary technology and marketing automation to 10x their efficiency and scale revenue faster.



Backed by industry leaders from
See why more leading financial advisors
are partnering with Savvy
Proprietary technology that keeps you in front of clients
Get everything you need to service your clients in one unified and integrated place, from CRM to investment management to financial planning. Intelligent automation performs your most repetitive tasks for you, so you save time and stay focused on doing your best work.


Boost revenue up to 4x with built-in marketing automation
Savvy’s best-in-class lead generation platform brings vetted, high quality leads directly to you. Get custom, targeted campaigns built for you to source new clients. We cover the costs, so you keep your marketing budget in your pocket.
Deliver an intelligent and elevated client experience
Offer your clients a deep and holistic set of financial products and services, from tax & estate planning to angel investing and crypto. Deliver an exceptional client experience that empowers them to visualize every aspect of their financial lives in one place.
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Competitive packages that recognize your value
Savvy Advisors earn up to 3x higher base salaries and revenue participation payouts, with competitive equity ownership in the company. Scale your services faster with your own dedicated CSA, Operations, and Concierge support team. Earn top-tier benefits including comprehensive health insurance and mental health support to keep you (and your family) at your strongest.
I’m excited to join a company that deeply understands the work we do as financial advisors. Savvy is building the platform that will finally remove all of the “dumb” work we have to do every day, while simultaneously empowering us with a jaw-dropping experience for clients.

CFP®, CIMA®, AIF®
Eric Kirste, Founding Wealth Manager
Our Investors
Building the future with the support of leading venture and wealth management investors.
Venture Investors
Wealth Management Investors
Jordan Park
Thrive Capital
Index Ventures
5 leading firms with a combined AUM of over $200B
I'm excited to partner with Savvy as they reimagine wealth management. The founders not only have impressive backgrounds, but also understand what it takes to create change.

Managing Partner & CIO, 30-40 Wealth Partners
Kris Barney