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Marie Halpert

Product Manager, Stripe

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Product Manager, Stripe

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CTO, Instacart

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Product Manager, Stripe

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Audrey Martin

CTO, Instacart

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 for tech professionals

Concentrated Stock
Equity Planning

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How to hedge or diversify your concentrated and often illiquid position
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Liquidity event planning (pre event and post event management)
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Option exercising plan (including access to lending products to help with exercising)
Crypto & Private
Market Opportunities for tech professionals

Private Market Opportunities

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Private investment management
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Access to exclusive private market investments
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Deal evaluation for venture investment opportunities
Tax Optimization for tech professionals

Tax Optimization

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Direct indexed tax-loss harvesting
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Private Placement Life Insurance (super-funded Roth account via third party provider)
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Charitable Lead Annuity Trusts and Charitable Remainder Unitrust
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Mega backdoor Roth 401(k)
More About Services

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: 
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Via Acquisition
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Early Employees to IPO
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Via Acquisition & Experienced IPO
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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

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Marie Halpert

Product Manager, Stripe

Danielle McDonald
Danielle McDonald

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Danielle McDonald
Danielle McDonald

Researcher, Cisco

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Danielle McDonald
Danielle McDonald

Researcher, Cisco