Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ⁠— quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.

Finance

FinTech

Savvy

Ritik Malhotra

Chae Kwon

Jamison Holt

Aaron Wiegman

Som Mishra

Eric Uchoa

Eleni Stefanopoulos

Makaela Williams da Graça

Jacqueline Tully

Frank Remund

Brad Weber

Daniel Brady

Dan Perrino

Eric Kirste

Rajat Deva

Amir Har-El

Marketing and Growth Team

Leadership Team

Wealth Management

Teams at Savvy

Marketing and Growth Team

Leadership Team

Wealth Management