#financialadvisors--Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today a...
Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
NEW YORK: #financialadvisors--Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced that four new wealth managers have joined the firm. With a growing presence across the U.S., Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management (AUM). Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience.
The four new wealth managers can now use Savvy’s all-in-one, artificial intelligence (AI)-powered platform to serve the holistic financial needs of high-net-worth clients. Savvy Wealth’s technology automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The firm’s technology stack also includes an in-house investment management program, Savvy Wealth Investment Management, and a proprietary direct indexing solution.
“At Savvy, we use next-generation technology to improve advisor efficiency and provide clients with a modern, tech-forward experience,” said GinaRose Galli, growth leader at Savvy Wealth. “A key part of our success is partnering with accomplished wealth managers who are committed to providing their clients with the best possible service. In my opinion, our expanding advisor team solidifies Savvy as one of the fastest-growing, technology-led advisory firms in the industry.”
The latest additions to Savvy’s team of seasoned advisors include:
“Every opportunity we have to introduce new wealth managers is an important moment in Savvy Wealth’s journey to reshape the wealth management industry,” added Ritik Malhotra, co-founder and CEO of Savvy Wealth. “We are constantly looking for talented wealth managers who are committed to their craft and dedicated to doing right for their clients. Adam, Nate, Brian and Albert will fit seamlessly into the team that we have been intentionally building over the last few years. We look forward to continued growth and success with these four onboard!”
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks. Over the last three months alone, the firm has also welcomed Chase Austin, Josh Branham, Louis Green, Scott Eichler, David Gottlieb, Aaron Wiegman, Arynton Hardy, and Dustin Parsons to its team of wealth managers. Those who are interested in joining Savvy can view the firm’s open roles.
About Savvy
Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice. Wealth managers who partner with Savvy Advisors leverage its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology empowers wealth managers to scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.
Artificial intelligence (“AI”) used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.
Savvy does not provide compensation for advisor endorsements; however, endorsements represent a conflict of interest as advisors may indirectly benefit from the endorsement they have provided. Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”).
Fonte: Business Wire
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