A Better Future for Advisors Starts Here.
You built your practice on trust, independence, and white-glove service— and we want to keep it that way.
At Savvy, we build for advisors. Not around them. Not despite them. For them.
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Real-time Investment Monitoring
The Savvy Dashboard can provide you with real-time monitoring of almost every asset and liability, even held away ones, right at your fingertips - to easily track your net worth and view the impact of key financial decisions.
You can connect any of the following types of accounts:
Bank Accounts
Investment Accounts
Real Estate
Company Equity
Crypto/Bitcoin
Private Business Interests
Welcome to Savvy Wealth.
A modern platform for ambitious advisors who want to grow without compromise.
Custodied with Fidelity
No repapering required. No surprises.
Competitive Payouts
Industry-leading payouts with equity participation, transition support, and benefits.
Independent model
You own and run your business however you see fit; we are here to support you in the background.
Human, not corporate
Dedicated client servicing team. Get direct access to decision-makers. No call trees. No escalation paths. Just answers.
Grow your business
Proactive marketing expertise end-to-end with Compliance approval built-in.
Modern tech
Lightning-fast. Integrated. Intuitive. Designed by product obsessives—not compliance committees.
What Happens When Tech Meets Boutique?
You stop wasting time wrestling with clunky portals, and start focusing on what matters—your clients. Our platform is sleek, smart, and tailored for advisory excellence. Everything you need. Nothing you don’t.
Make Informed Investment Decisions
With access to in-depth analysis and historical performance data, you can make informed investment decisions that align with your financial goals. Plus, if you are interested in meeting with an advisor for personalized recommendations and insights, Savvy Advisors can help you find the right one for you.
Track your investment changes:
Changes to your portfolio
Performance of trades
Real Estate
Keep Your Identity. And Your Payouts.
We don’t believe in stripping you of your brand. We believe in elevating it.
Savvy isn’t here to fold you in—we’re here to set you apart.
Considering a move?
Don’t wait to be repapered.
The next chapter of your practice shouldn't be written by someone else.
30 minutes. No pressure. No pitch deck. Just a conversation.
"Savvy Advisors" here: Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and owner of the “Dashboard” referenced herein. Savvy Wealth is the parent company of Savvy Advisors Inc. (“Savvy Advisors” and “Savvy Wealth” collectively referred to as “Savvy”). All advisory services are offered through Savvy Advisors, an investment advisor registered with the Securities and Exchange Commission (“SEC”).