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Savvy Wealth
Savvy Wealth
savvywealth.com

Locations

New York, NY, USA

Size

11-50 employees

founded in

2021

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.

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