Futureproof | September 14-17
Build your empire
Meet us at FutureProof Huntington Beach (Sept 14-17) to see how Savvy is reinventing advisor independence
#1 fastest growing financial services company in America
What’s happening
at the booth
Every session is open to all festival attendees. Add the ones you want to your calendar and we’ll hold a seat.
Building Your Advisory Empire: Will AI Rewrite the Rules of Scale?
AI is already reshaping advisory technology, and the most consequential changes may still be ahead. Will AI extend an advisory firm’s reach, deepen the client relationships at its foundation, or simply redefine what it takes to remain competitive? In this candid exchange, Michael Kitces and Ritik Malhotra will pressure-test what AI means for advisor capacity, fees, and the evolving tech stack, what custodial consolidation could mean for choice and independence, and the ultimate question for firms that achieve meaningful scale: Is the endgame an enduring independent enterprise or an eventual sale?
Live demo: see what Savvy Intelligence can do
Meet Savvy Intelligence, the only AI workspace where your entire client picture works for you in real time. We'll ask Savvy Intelligence the same questions advisors do every day: what happened with a client last quarter, what's due before the next meeting, what to send as a follow-up. Live, in the product.
Build your empire, not your tech stack
AI is making it easier than ever to add tools, features, and complexity. This conversation cuts through the noise: how advisors can focus on the business they want to build, put the right governance in place, and use technology to build better businesses.
Spritz o'clock with Savvy Wealth
Kick back at the Savvy booth with a cold Aperol Spritz and get to know other independent advisors.
She means business: owning your clients, career, and future
Women are reshaping the future of wealth, but too often remain constrained by restrictive contracts, limited ownership, and outdated career paths. A candid conversation on building more freedom, leverage, and opportunity for women in financial advice.
Live demo: see what Savvy Intelligence can do
Meet Savvy Intelligence, the only AI workspace where your entire client picture works for you in real time. We'll ask Savvy Intelligence the same questions advisors do every day: what happened with a client last quarter, what's due before the next meeting, what to send as a follow-up. Live, in the product.
Spritz o'clock with Savvy Wealth
Kick back at the Savvy booth with a cold Aperol Spritz and get to know other independent advisors.
Built for advisors who want to own what they build
Established practices
You are already independent
What's holding you back?
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Most of your time is spent in middle- and back-office operations
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Your tech stack is working against you
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Your firm can't keep up with your ambitions
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Your firm nickel-and-dimes you at every turn
Breakaway advisors
You’re launching your own practice
What's holding you back?
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You feel like you can’t act in your clients’ best interest
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You're building equity for a firm, not for yourself
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Your tech stack is working against you
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Your firm can't keep up with your ambitions
All of the upside of independence, none of the overhead
At Savvy, you stay in control of your practice and client experience. We handle the complexity behind the scenes.
Full ownership of your business, and equity in Savvy
You own your client relationships and your data outright. No lock-in clauses, ever. Operate on your terms: choose who you work with, set your investment philosophy, and structure your fees your way. Every advisor is also eligible for equity in Savvy, so you share in what we build together.
You focus on advising, Savvy Intelligence connects the dots
AI agents pull your clients' investments, tax, planning, and CRM data into one intelligent workspace and act on it: drafting financial plans, surfacing recommendations, and prepping what's next for every client. That's more headspace for judgment, strategy, and the clients who need you.
A peer network that makes you better
Join 100+ advisors who connect daily in Slack to share referrals and ask questions. Put faces to names through regional events, retreats, and programming.
You own your business, Savvy powers it
Comparison Methodology and Disclosures
The comparison presented above reflects Savvy Wealth's assessment of the business models and technology platforms available to financial advisors, based on market research conducted by Savvy Wealth using publicly available information—including product documentation, platform marketing materials, and publicly disclosed feature sets—as of July 2026. The features, capabilities, and offerings of third-party platforms are subject to change, and Savvy Wealth makes no representation that the information reflected in this comparison remains current or complete as of any later date. Advisors are encouraged to independently verify the capabilities of any platform before making a decision.
The following statements reflect Savvy Wealth's evaluation as of the date noted above:
"AI that can see your clients' complete picture." This comparison is based on Savvy Wealth's review of publicly available information regarding the data-integration and artificial-intelligence capabilities of competing platforms as of July 2026. It reflects Savvy Wealth's understanding that, as of that date, no competing platform reviewed offered an artificial-intelligence capability providing a comparably integrated, complete view of a client's financial picture. This assessment is limited to the platforms and publicly available information reviewed and may not account for features that were undisclosed, in development, or released subsequently.
"World-class marketing, operations, and investment support included." The characterization "world-class" reflects the opinions of financial advisors who have joined Savvy Wealth, based on their own comparison of the marketing, operations, and investment support they receive at Savvy Wealth to their prior experience at other firms. It is a statement of subjective opinion, is not a guarantee of any particular level or quality of service, and should not be relied upon as such. Individual experiences may vary.
This comparison is provided for informational purposes only. It does not constitute investment, legal, tax, or accounting advice, nor an offer or solicitation of any product or service. Nothing herein is a guarantee of future results.
Relevant solutions
See what your practice looks like on Savvy
Book 30 minutes with our team, at the booth or after the festival. We’ll walk through your actual book, not a canned demo.
Your transition timeline, mapped out
What your economics look like on our platform
A live look at Savvy Intelligence
By submitting, you agree to be contacted by our team.
FAQ
Savvy operates on a revenue-sharing model. There are no upfront fees to join. Your payout depends on your AUM.
Most advisors are fully operational within 30 days. Our transition team handles the paperwork, account transfers, and technology setup. You focus on your clients.
Savvy is multi-custodial with Fidelity and Schwab. If you're already with one of those custodians, the transition is even smoother. If you're coming from somewhere else, we handle the repapering process.
We work with advisors navigating restrictive covenants regularly. Our compliance and legal team can help you understand your options and plan a transition that respects your existing agreements.
Yes. Many advisors transition with their existing support staff. We'll work with you to structure the right setup for your team and practice.
One integrated platform: portfolio management, trading, rebalancing, client portal, CRM, financial planning, tax optimization, and AI-powered tools through Savvy Intelligence. All built in-house by our engineering team.
Savvy is an AI-native RIA. The platform was built from scratch, not assembled through acquisitions, so the tools actually work together. That, plus dedicated human support and an advisor equity program.
We work with advisors across a range of practice sizes. There's no hard minimum, but Savvy is built for advisors who are serious about growing an independent practice. The best way to find out is to have a conversation with us.
Yes. Savvy has an in-house marketing team that builds campaigns, content, and collateral tailored to your practice and target clients. It's included in the platform, not an add-on.
As a 1099 contractor, you're running your own business. You're responsible for your own taxes, health insurance, and retirement contributions. The tradeoff is full ownership of your book, higher payouts, and the ability to build real equity. Many advisors find the economics more than compensate for the benefits they give up.