Savvy
AI-enabled wealth management platform and operational support for independent financial advisors
Highlights
- New on EvolcAdded 2026-11-14
About Savvy
Savvy is a registered investment advisor that partners with independent financial advisors, providing back-office support, investment management, marketing, compliance, and practice-management services. Its in-house technology includes an AI workspace, note-taker, CRM, and digital onboarding tools.
Advisors partner with Savvy on a 1099 basis through a revenue-share model. The company also offers wealth advisory services to clients through its network of advisors.
Savvy is based in New York City and has a hybrid office there. It announced a $100 million Series C and lists open roles across product, engineering, finance, advisor services, and growth.
Product: A registered investment advisory platform combining advisor support services, investment management, and in-house AI-enabled wealth management software.
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinitialization/configuration expression
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- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Content delivery
- CloudflareHigh confidence
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Content management
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CRM & customer data
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Frontend frameworks
- jQueryHigh confidence
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Hosting
- AWSHigh confidence
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Recruiting
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Scheduling
- CalendlyHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.