Independence, reinvented
Savvy Wealth combines modern infrastructure and world-class human support so independent advisors can fully own their business and focus on delivering great advice.
Charles Schwab & Co., Inc.
$4B
AUM
100+
advisors
Up to
19 hours
per week saved on manual workflows
Independence without compromise
Savvy’s all-in-one RIA platform gives you the technology, tools, and support you need, without ever compromising your independence.
True independence
Whether you use your own brand or ours, manage investments yourself or let us do it, Savvy gives you the freedom to run your practice your way.
Win back your time
Offload busywork and operational tasks you dread (like compliance) to Savvy’s expert back-office team, so you spend less time working in your business and more time growing it.
Accelerate growth
Get expert marketing help from our in-house agency and an AI-powered CRM, built specifically to help you attract clients, deepen relationships, and grow faster.
Next‑gen technology
Developed side by side with advisors through continuous feedback and engineered by top Silicon Valley talent, Savvy’s platform puts an AI-powered CRM, seamless digital onboarding, intuitive client dashboards, and more at your fingertips.
Earn more. Keep more.
Keep more of what you earn with Savvy’s industry-leading payouts, without getting nickel-and-dimed for support or features.
“They really listen to me as an advisor, understand my pain points, and turn them into tech that makes my life easier. They treat me as the client, not just my clients. What took a year at another firm takes a month at Savvy.”
“Looking at roughly 20% growth in my book since I joined Savvy. The biggest realization I had was about how many clients I can serve effectively; Savvy completely changed my perspective, and that figure is probably 50% higher than I envisioned.”
“My ability to scale has increased by about 30 to 40 percent with Savvy. I can reach more contacts each day, hold more weekly meetings with existing clients, and do more prospecting to grow my practice.”
"Savvy's AI handles the 'paperwork jungle,' so I spend my day where it matters—with clients."
"Savvy inherited our entire client billing process, saving us considerable time each month. The team automated 80% of the effort, so the previously week-long process is now completed by them in one day."
"Savvy's AI handles the 'paperwork jungle,' so I spend my day where it matters—with clients."
Dedicated marketing to
fuel your growth
Full service marketing support for advisors turns proven strategies into growth, giving you expert creative, PR muscle, and lead generation without added cost.
Strategy built around you
From day one, we help you craft a marketing strategy that spotlights your strengths and attracts your ideal clients.
Results:
Brad Morgan grew up in a P&G family and now guides current and former P&G employees on building lasting wealth.
We helped craft a marketing strategy dedicated to helping Brad reach these P&G employees including building a dedicated microsite, blog content, LinkedIn newsletters, webinars, and more.
Get featured in top national media
Our communications team pitches your expertise to top outlets and handles every detail of the process.
Results:
Advisors have earned bylines and quotes in U.S. News & World Report, CNN, and The Wall Street Journal, including Frank Remund’s spotlight in “How to Use a W-4 to Boost Your Take-Home Pay.”
Custom content that drives engagement
From email sequences to niche blogs, we help write pieces that sound like you and attract the clients you want.
Ryan Bond asked us to win back dormant accounts. We built a six-email drip that mixes quick-hit posts with deeper guides on estate planning, retirement readiness, and big financial moves.
Results:
40% open rate
2 client signed
3 qualified leads
20 hours saved
Brand and logo built for you
Keep your identity or launch a fresh one, either way our creative team work with you on a standout name, logo, and voice that fit your market and personality.
Results:
80
hours saved
Always-on lead generation that delivers
Our team manages ongoing Google Ads, LinkedIn campaigns, SEO, and webinar funnels that get prospects on your calendar.
We tune spend, keywords, and creative, so you meet qualified prospects while we handle the heavy lifting.
Your future starts now
Take the next step with Savvy Wealth. Discover how our innovative technology, streamlined operations, and unmatched support can help you grow and keep more.
FAQ
Advisors partner with Savvy as independent contractors on a 1099 basis. There are no upfront fees, platform subscriptions, or direct costs to join Savvy. We operate on a partnership model, so our success is directly aligned with yours. Our partnership is based on a transparent revenue-share model. In addition to the revenue share, all partner advisors receive equity in Savvy. We believe every advisor should be an owner and share in the company's long-term success.
Savvy partners with financial advisors by providing them with the full-service middle and back-office experience designed to help them run their business without managing overhead.. As part of Savvy, you will have access to our proprietary, technology-powered platform that powers your entire business. Additionally, you will have dedicated human support for both servicing your clients and growing your business, operations, client services, back-office, and marketing processes. All of this is provided to better allow advisors to focus on what they do best — advising clients.
Savvy provides a comprehensive support platform so you can run your practice without the headache of managing overhead. We handle the middle and back-office functions for you. Your partnership includes:
- Proprietary Technology: Full access to our integrated platform that powers your entire business.
- Dedicated Support Staff: A dedicated team for client servicing, investment operations, and marketing. This structure frees you up to focus on what you do best: advising clients.
Yes, absolutely. We provide dedicated support staff who act as an extension of your team. You'll be assigned specific team members for client servicing, investment operations, and marketing. This ensures you work with the same people who understand you and your practice, providing a consistent and familiar experience for both you and your clients.
No. You own your client relationships, period. We are your partner, not your owner. We earn your partnership by providing outstanding value and support—not by locking you into restrictive contracts. If you ever decide Savvy is no longer the right fit, you take your clients with you.
Yes, this is a common situation, and we're perfectly structured to support it. Our model allows you to operate as a true 1099 independent contractor, giving you greater autonomy and the significant tax advantages that come with it. At the same time, we provide access to enterprise-grade benefits, such as health insurance and retirement plans, through our platform partners. This gives you the best of both worlds: the support and benefits of a larger firm with the freedom and financial upside of being an independent business owner.
No, you have complete flexibility with your branding. We offer two options to fit your business goals:
- Maintain Your Own Brand: Operate under your own DBA ("Doing Business As"). We'll provide all the technology and back-office support seamlessly behind the scenes, with a "powered by Savvy" disclosure for compliance.
- Leverage the Savvy Brand: If you prefer not to build or maintain your own brand, you can operate as a Savvy advisor and benefit from our established name and marketing resources.
The choice is entirely yours.
Yes, absolutely. We specialize in helping advisors transition from captive models like wirehouses to true independence. Our platform is specifically designed to handle every aspect of the move, providing a full-service support system for:
- Technology & Operations: A fully integrated tech stack from day one.
- Compliance: Guided oversight to ensure a smooth and compliant transition.
- Marketing: Support to re-establish your brand and communicate the move to your clients.
We manage the complexities of breaking away so you can focus on what matters most—serving your clients without interruption.
Great question – we have a full breakdown for how we save our advisors up to 19 hours a week here.
