The wealth management industry is extremely lucrative. It’s a surprise, therefore, that it's adoption of modern tech has been relatively slow. Savvy is here to fix that, by pairing leading financial advisors and firms with proprietary automation, sales and marketing software. This enables them to focus more on client relationships and business growth.
By acquiring and partnering with firms, and hiring top advisors to equip with its suite of solutions, Savvy has the potential to shake up the industry. This combination of technology with expertise is what makes the company stand out and has contributed to its success thus far.
With a string of big fundraises, Savvy has been able to invest in rapid scaling through acquiring the right wealth management firms, as well expanding its own headcount. It is now focussed on advancing the development of its proprietary technology platform to deliver more value for advisors and their clients.
Kirsty
Company Specialist at Welcome to the Jungle