Savvy Wealth

Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of…


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Founded
2021
Headcount
39
Open roles
0
Last raised
Series B · Sign in to view
Savvy Wealth website

LEADERSHIP

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FUNDING

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Savvy Wealth offices

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  • New York, NY
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