A better future for advisors starts here
Savvy's modern RIA brings in-house technology and expert operations together so your practice can thrive.
$3B
AUM
80+
advisors
Up to
19 hours
per week saved on manual workflows
Independence without compromise
Savvy’s all-in-one RIA platform gives you the technology, tools, and support you need, without ever compromising your independence.
True independence
Whether you use your own brand or ours, manage investments yourself or let us do it, Savvy gives you the freedom to run your practice your way.
Win back your time
Offload busywork and operational tasks you dread (like compliance) to Savvy’s expert back-office team, so you spend less time working in your business and more time growing it.
Accelerate growth
Get expert marketing help from our in-house agency and an AI-powered CRM, built specifically to help you attract clients, deepen relationships, and grow faster.
Next‑gen technology
Developed side by side with advisors through continuous feedback and engineered by top Silicon Valley talent, Savvy’s platform puts an AI-powered CRM, seamless digital onboarding, intuitive client dashboards, and more at your fingertips.
Earn more. Keep more.
Keep more of what you earn with Savvy’s industry-leading payouts, without getting nickel-and-dimed for support or features.
Your way, powered by Savvy
Choose Savvy branding or your own, use our portfolios or your own investment strategies, leverage personalized investment and marketing support.
At Savvy, you’re free to run your business your way.
Who you are
RIA Owner
Universal Value Advisors and owner Josh Barone retained their brand and office while running their practice with the support of Savvy’s marketing and operations platform.
Owned RIA
Powered by Savvy
National or Local RIA
Cindy Alvarez and Janelle van Meel broke away from a local RIA to accelerate their growth. Janelle and Cindy run their Colorado office under the Savvy brand, tapping into our marketing and operational support to grow their book with less stress.
Local RIA
Savvy Advisor
Independent Broker-Dealer Platform
Michael Most grew tired of life at LPL and wanted a clean break from the broker-dealer channel. He was frustrated that he was nickled and dimed by his firm. Since moving to Savvy, he now has the independence to do what he believes is best for the families he serves.
LPL
Savvy Advisor
Bank or Wirehouse Breakaway
Louis Green built his career at Deutsche Asset & Wealth Management, PNC, and UBS, but tired of the wirehouse grind, he joined Savvy to take control of his future. Leveraging Savvy's brand, operational support, and institutional-quality investment strategies, Louis now owns his book, and his destiny.
UBS
Savvy Advisor
Why top advisors choose Savvy
Watch this short video to see why 60+ advisors have chosen Savvy to power their practice.
Spend your day on growth,
not busywork
Our operations team takes care of onboarding, billing, and compliance so your hours go to clients and revenue, not routine administration.
Your Savvy Onboarding Team handles every transfer form, custodian call, and client update for you. They turn client transitions into a smooth, white-glove experience that keeps relationships strong and momentum rolling.
Savvy’s compliance team keeps you ahead of SEC exams and ADV updates. Get plain-English rule alerts and lightning fast marketing reviews.
Your Client Servicing Associate can help you process money movements, beneficiary updates, address changes, monitor cash balances, queue up required distributions, and handle common client requests such as "Can you send me my tax statements?"
Our investment operations team handles all ongoing portfolio management - such as rebalancing, tax-loss harvesting, cash management, and ongoing oversight - so you can stay focused on your clients.
Our SWIM desk provides institutional-grade model portfolios that are continuously researched, stress-tested, and refined by dedicated strategists. Plug into these ready-made, risk-aligned strategies to improve client outcomes while leveraging our investments team, avoiding the cost of hiring dedicated staff or expensive third party managers or models.
Dedicated marketing to
fuel your growth
Full service marketing support for advisors turns proven strategies into growth, giving you expert creative, PR muscle, and lead generation without added cost.
Strategy built around you
From day one, we help you craft a marketing strategy that spotlights your strengths and attracts your ideal clients.
Results:
Brad Morgan grew up in a P&G family and now guides current and former P&G employees on building lasting wealth.
We helped craft a marketing strategy dedicated to helping Brad reach these P&G employees including building a dedicated microsite, blog content, LinkedIn newsletters, webinars, and more.
Get featured in top national media
Our communications team pitches your expertise to top outlets and handles every detail of the process.
Results:
Advisors have earned bylines and quotes in U.S. News & World Report, CNN, and The Wall Street Journal, including Frank Remund’s spotlight in “How to Use a W-4 to Boost Your Take-Home Pay.”
Custom content that drives engagement
From email sequences to niche blogs, we help write pieces that sound like you and attract the clients you want.
Ryan Bond asked us to win back dormant accounts. We built a six-email drip that mixes quick-hit posts with deeper guides on estate planning, retirement readiness, and big financial moves.
Results:
40% open rate
2 client signed
3 qualified leads
20 hours saved
Brand and logo built for you
Keep your identity or launch a fresh one, either way our creative team work with you on a standout name, logo, and voice that fit your market and personality.
Results:
80
hours saved
Always-on lead generation that delivers
Our team manages ongoing Google Ads, LinkedIn campaigns, SEO, and webinar funnels that get prospects on your calendar.
We tune spend, keywords, and creative, so you meet qualified prospects while we handle the heavy lifting.
Modern technology that
gives you time back
Swap faxes for modern tech built in-house by former Facebook and Airbnb engineers, helping save you hours each week with smart AI workflows.
Never type notes again
Forget typing; our AI note-taker delivers clear notes and next steps so you can move to your next client call without forgetting anything.
CRM purpose-built for advisors
Every call, text, and email auto-logs, AI surfaces next steps, you stay compliant without extra work.
Digital onboarding, less paperwork
AI pre-fills forms, with human verification from our operations team, so your clients simply e-sign and onboarding takes 5 minutes instead of days.
Stay ahead of every service milestone
Set each task’s cadence once or per client, and our Service Calendar builds the schedule for you. Timely reminders keep you proactive, strengthening every client relationship while freeing up your focus.
Dashboard and app clients love
Clients can view live net worth, performance, and secure uploads in one elegant hub that makes you the advisor they rave about.
Keep more of what you earn
Keep more of what you earn with Savvy’s industry-leading payouts, supported by smart technology that delivers better service and efficiencies, without extra charges.
You are an owner at Savvy
At Savvy, all of our advisors have equity, because we are all driving toward the same long-term vision, to reinvent wealth management.
Your future starts now
Take the next step with Savvy Wealth. Discover how our innovative technology, streamlined operations, and unmatched support can help you grow more and keep more.
FAQ
Headquarters: New York, NY
Company address: 900 Broadway, Suite 202, New York, NY 10003
Founders: Ritik Malhotra
CEO: Ritik Malhotra
Founded: 2021
Joining Savvy as a financial advisor does not involve any direct costs. Savvy Advisors Inc. is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.
Savvy partners with financial advisors by bringing them on as valued members of our team. We offer both W2 and 1099 employment models, providing the flexibility to work in a way that best suits your professional goals. As part of Savvy, you will have access to our proprietary, technology-powered platform that helps to enhance your capability to deliver effective advice to your clients and streamlines your CRM, operations, client services, back-office, and marketing processes. All to better allow you to focus on what you do best — advising clients.
Growing your financial advisory practice involves a multi-faceted approach including establishing a strong brand, leveraging modern technology to help run your operations efficiently, and providing top-notch client service. Using a platform provided by Savvy can help fast-track your growth. Savvy provides Savvy advisors with a comprehensive in-house platform, marketing automation, and lead generation capabilities to help financial advisors scale efficiently.
The best financial planning software is one that offers a comprehensive set of tools, is easy to use, and enhances the client experience. Savvy's technology-powered platform is developed to enhance efficiency and customization capabilities. It's designed to work seamlessly with industry-leading financial planning tools, enabling advisors to automate processes and streamline their workflow. By integrating CRM, operations, client services, back-office, and marketing functionalities, it offers a holistic solution to advisors' needs.
Client onboarding is often one of the most painful parts of managing a client relationship due to friction in the onboarding process, slow paperwork traditionally sent through snail mail, among other reasons. Simplifying the client onboarding process involves streamlining procedures and leveraging technology. Savvy's platform is designed to provide a seamless and intuitive interface for both advisors and clients, enabling financial advisors to automate and customize the onboarding process, ultimately making it quicker and more efficient.
Marketing yourself as a financial advisor involves creating a strong brand, building a professional online presence, offering valuable content, and networking effectively. Savvy supports Savvy advisors with automated marketing and lead generation funnel creation, saving them time and helping them grow their client base. With comprehensive campaign management, dedicated marketing support, highly efficient technology tools, and workflow automation, Savvy helps financial advisors stay in front of their clients and prospects.
Generating leads as a financial advisor involves a strategic mix of networking, referrals, digital marketing, and offering value through content. Savvy offers robust lead generation capabilities through its technology platform. With automation campaign management, it allows Savvy advisors to reach a larger audience helping to convert them into clients. The platform's advanced tools also enable efficient tracking and segmentation of leads, helping advisors to always be on top of their growth strategy.