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11-50 employees
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Financial Services
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New York, New York, US
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Savvy Wealth, Inc. 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 Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
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Savvy Wealth Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Savvy Wealth email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact Savvy Wealth customer service number in your country click here to find.
Ritik Malhotra is the CEO of Savvy Wealth. To contact Ritik Malhotra email at [email protected].
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