Savvy Wealth is a pioneering company in the wealth management industry, addressing the inefficiencies and outdated practices that have long plagued the sector. With a focus on modernizing human financial advice, Savvy offers an advisor-centric, digital-first platform that leverages AI-powered software and automated workflows to enhance the client experience and streamline operations for financial advisors. Backed by over $105 million in funding from prominent investors, Savvy has achieved significant growth, surpassing $2.2 billion in assets under management in under three years. The company is led by a team of experienced founders and operators from notable tech companies, and is currently in a phase of rapid expansion, aiming to further innovate its product offerings and drive revenue growth.