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.

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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.

“Savvy's technology integrations have created an incredible amount efficiencies and value-adds for my practice. From onboarding to portfolio management, meeting scheduling to secure document storage, Savvy has helped me deliver a superior, more modern, wealth management experience for the clients.”

Principal Wealth Manager

Dan Perrino

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

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Marie Halpert

Product Manager, Stripe

Danielle McDonald
Danielle McDonald

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Danielle McDonald
Danielle McDonald

Researcher, Cisco

Testimonial example: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc vulputate libero et velit interdum, ac aliquet odio mattis. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Curabitur tempus urna at turpis condimentum lobortis.

Danielle McDonald
Danielle McDonald

Researcher, Cisco

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