Savvy Intelligence unifies investments, tax, and planning-powered by the first AI agent built to act on it

NEW YORK: Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, today unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified, AI-powered environment, marking the next chapter in Savvy’s reinvention of human-centered financial advice.

Savvy Intelligence is a household-level system of record, eliminating the need for manual reconciliation or system switching, thereby giving advisors a unified, real-time view of each client’s financial life. While traditional RIAs rely on disconnected technology stacks, Savvy was built from day one as an AI-native, integrated solution, empowering its nearly 135 advisors with the context, clarity and leverage needed to deliver truly personalized advice at scale. Savvy Intelligence reinforces this commitment by making it easier than ever for advisors to find, and act upon, meaningful client data, all in one place.

“The next generation of financial advice won’t be determined by the firms with the biggest AI budgets; it will be won by the advisors with data that provides the context that powers their AI, turning insight into actionable, real-time client outcomes,” said Ritik Malhotra, Founder and CEO of Savvy Wealth.

Savvy Intelligence serves as the central operating environment for Savvy AI agents, all leveraging the same integrated data layer to compound the platform’s value. Its first agent, the Financial Planning Agent, gives advisors a household-level view that provides the context of clients’ financial lives. It models life-change scenarios in real time, surfaces tradeoffs and produces auditable, client-ready outputs in minutes. Advisors can run thousands of “what if” scenarios-drawing automatically from portfolios, tax data, and planning assumptions-with results displayed on a live, interactive canvas, creating flexible, personalized financial plans that continuously adapt as life events change.

“Savvy has always believed in the importance of placing humans at the center of the advisor-client relationship, and as we build new technology and agents, we are focused on furthering our commitment to freeing up advisors to be more present for the individuals and families that they serve,” added Malhotra. “Rather than replacing advisors, artificial intelligence technology like Savvy Intelligence will enable advisors to evolve into ‘conductors’ or ‘editors,’ going beyond what is possible with legacy technology to handle technical tasks via specialized AI agents-like financial planning-while spending more time with their clients and growing their businesses.”

Savvy’s platform allows individual advisors and advisory teams to operate with the leverage of an enterprise, handling analysis, monitoring and administrative tasks to serve more families without sacrificing quality. Its solutions are powered by Savvy’s integrated platform, including Savvy Wealth Investment Management, Savvy Tax and Savvy Financial Planning. By unifying and automating data-heavy work across tax, planning, and investments within a single digital experience, advisors can deliver holistic, family office-level services at scale, extending capabilities once reserved for ultra-high-net-worth clients to a much broader set of households.

Advisors who have made the transition to Savvy experience an immediate shift in how they spend their time and serve clients.

"My clients hired me to help them make better financial decisions, not to watch me reconcile data,” said Ed Wildermuth, a Senior Financial Planner and co-lead of Mosaic Wealth Advisors, a $250+ million practice that joined Savvy from Commonwealth in November. “Savvy Intelligence handles the operational work so I can show up to every client conversation prepared, present and focused on what actually matters to them."

The launch comes at a moment of significant momentum for the firm. Savvy now manages nearly $6 billion in client assets-5x what it managed a year ago. With the introduction of Savvy Intelligence and the Financial Planning Agent, the firm has established a roadmap for additional AI agents, including a Tax Agent for year-round tax strategy, a Relationship Monitor to track client engagement and enable proactive client service, and an Investment Management Agent for real-time portfolio intelligence and advanced workflows for family office and multi-generational planning. These capabilities will enable its advisors to serve more complex clients, charge defensible fees and build businesses with real equity value.

Savvy estimates that advisors spend roughly 70% of their time on work that isn't client-facing-data entry, compliance tasks, custodial paperwork-and that eliminating that burden changes the economics of running an advisory practice. Savvy Intelligence is designed to absorb that work, giving a single advisor the operational leverage of a full team. Advisors who partner with Savvy also participate in the platform's equity upside, directly aligning their success with the firm's growth. To learn more, please visit savvywealth.com/savvy-intelligence.

About Savvy Wealth

Savvy Wealth is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The firm combines modern technology with world-class support to make independence simple and scalable. Advisors who partner with Savvy use intelligent tools alongside white-glove marketing, compliance, and operational support to deliver standout client experiences while staying in control of their practice. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.

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”). The 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.

The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. Savvy’s AI technology automates and streamlines advisor workflows including financial planning scenario modeling, tax analysis, and investment review. The AI is not intended to interact directly with retail clients of Savvy Advisors, nor does it provide client-facing investment advice or investment decisions. Advisors remain solely responsible for all advice and recommendations provided to their clients.

Fonte: Business Wire