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Savvy

EST. AUM
$5,001,044,474

CONTACTS
51

CLIENT ACCOUNTS
14,645

Firm Details

Metro area New York City
CRD Number 318493
Website savvywealth.com
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Overview

Savvy Wealth, Inc. is a technology-focused wealth management firm dedicated to developing software that enhances automation and efficiency for wealth managers, allowing them to prioritize meaningful client interactions. The firm accelerates its growth by acquiring traditional wealth management companies and integrating its innovative software, significantly increasing their operational efficiency and capacity to serve more clients without the need for additional personnel.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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