Savvy

Managing nearly $6 billion in client assets, Savvy has positioned itself at the frontier of AI-driven financial services with the launch of Savvy Intelligence an agentic AI platform purpose-built for financial advisors.

Savvy Intelligence unifies investments, tax planning, and financial planning data into a single real-time system, eliminating the disconnected technology stacks and manual reconciliation that slow down most advisory practices.

By consolidating these data streams, advisors gain a holistic, always-current view of each client's financial position without switching between multiple platforms or waiting for overnight data syncs.

The platform's Financial Planning Agent is a standout innovation that allows advisors to model complex life-change scenarios and evaluate financial tradeoffs in minutes rather than hours.

Advisors can run thousands of 'what if' scenarios using real-time data exploring the impact of career changes, home purchases, retirement timing, and investment decisions then produce client-ready reports that communicate findings clearly and compellingly.

For clients, Savvy provides an intuitive dashboard for tracking investments, net worth, and financial goal progress. Clients can update life events, set new financial benchmarks, and measure portfolio performance against their long-term goals in real time, maintaining visibility and engagement between advisor meetings rather than relying solely on quarterly reviews.

Savvy has raised $100 million in total funding, including a $72 million Series B, reflecting strong investor conviction in the AI-native advisory model. Pricing is customized by each wealth manager based on client needs and complexity rather than transaction volume, eliminating commission-based conflicts of interest and aligning advisor incentives with client outcomes.