Run your practice.
We’ll run everything else.
experienced financial advisors
assets under management
How Savvy supports advisors
We are a full stack RIA with dedicated people and intelligent workflows powering all back office services for an advisor to run their independent practice.
Transition support
Switch to Savvy, keep every client
Practice management
Reclaim up to 19 hours a week
Legal & compliance
Complete risk & compliance support for your business
Investment management
Institutional investment management that adapts to how you work
Marketing & growth
In-house marketing support tailored to your brand, your market, and your goals
Financial services
Become the advisor who does it all for your clients
Technology
Consolidate 20+ vendors into one AI-native platform that works for you
See if Savvy is the right fit
Whether you're exploring independence for the first time or scaling an established practice, we'd like to learn about your business and show you what Savvy can do for it.
FAQ
Savvy Wealth provides advisors with a full in-house support team across client servicing, investment operations, compliance, and practice management, plus an in-house marketing agency that works one-on-one with each advisor to build a bespoke growth strategy. This lets advisors offload the operational load and spend their time on clients and growth.
Savvy includes a full-service, in-house marketing agency at no added cost. Advisors get marketing strategy, brand and logo work, custom content, public relations that has placed advisors in outlets like U.S. News & World Report, CNN, and The Wall Street Journal, and ongoing lead generation across Google Ads, LinkedIn, SEO, and webinars.
Savvy builds its technology in-house, engineered by a team that includes former Facebook and Airbnb engineers. The platform includes Savvy Intelligence (an AI workspace that unifies client data), an AI note-taker, an AI-powered CRM, digital onboarding flows, email marketing infrastructure, and a service calendar, all designed to save advisors hours each week on routine work.
Savvy's SWIM (Savvy Wealth Investment Management) team provides institutional-grade model portfolios that dedicated strategists research, stress-test, and rebalance on an ongoing basis. Advisors can plug into these risk-aligned strategies to improve client outcomes and offload portfolio operations, or keep managing investments themselves, without hiring in-house staff or paying third-party managers.
There are no upfront fees, platform subscriptions, or direct costs for an advisor to join Savvy. Advisors partner with Savvy Wealth on a 1099 basis through a transparent revenue-share model, with access to an equity program in the company. Savvy positions its payouts as industry-leading and does not charge extra for support or features.
Savvy reports that its platform saves advisors up to 19 hours per week by taking over manual workflows: client onboarding, compliance reviews, portfolio operations, note-taking, and routine service requests. That time is redirected to client relationships and practice growth rather than administration.
Yes, Savvy Wealth gives each advisor named points of contact across client servicing, investment operations, and marketing. These specialists support a focused set of advisors, which keeps the experience consistent and personal as the practice grows.