Savvy Wealth

Savvy Wealth Inc, a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).

[Savvy Wealth @SavvyWealthInc]

CNBC and its logo are trademarks of their respective owner. Use does not imply affiliation with or endorsement by CNBC.

[Savvy Wealth @SavvyWealthInc]

Our CIO Anshul Sharma was quoted in CNBC sharing his insights on the latest Fed rate decision and why advisors should be prepared for a “higher for longer” environment as policymakers continue to focus on inflation.

Read on for more from Anshul.
https://t.co/LAQj0eyJg0

[Savvy Wealth @SavvyWealthInc]

Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.

[Savvy Wealth @SavvyWealthInc]

RIABiz and its logo are trademarks of their respective owner. Use does not imply affiliation with or endorsement by RIABiz.

[Savvy Wealth @SavvyWealthInc]

Savvy’s $100M Series C will power Savvy Intelligence and deeper capabilities across investments, tax, planning, alternatives, and custodian integrations—giving advisors more scale without sacrificing independence.

https://t.co/Wuq13BNckT

[Savvy Wealth @SavvyWealthInc]

Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.

[Savvy Wealth @SavvyWealthInc]

Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.

[Savvy Wealth @SavvyWealthInc]

How should advisors decide when to meet with clients in person?

In The Daily Upside, Savvy Wealth Manager Anderson Wozny shares his perspective on balancing live conversations, digital communication, and technology.

Read the full article here.
https://t.co/Q0wYAO4wfh

[Savvy Wealth @SavvyWealthInc]

@gregg @investmentnews https://t.co/7NgAPsLeiK

[Savvy Wealth @SavvyWealthInc]

Advisor transitions are on the rise, but a successful move is about more than making the transition itself easier. It’s about finding the right destination for both the advisor and their clients.

As our wealth manager @Gregg-Cummings shared with @InvestmentNews 👇️

[Savvy Wealth @SavvyWealthInc]

The Daily Upside and its logo are trademarks of their respective owner. Use does not imply affiliation with or endorsement by The Daily Upside.

[Savvy Wealth @SavvyWealthInc]

Rising Treasury yields are reshaping the market. In Barron’s Advisor’s latest Big Q, Savvy Wealth Manager Joshua Barone explains what’s driving higher yields and why government debt issuance matters.

Read the full piece here 👇
https://t.co/9Z3BSIPsEX

[Savvy Wealth @SavvyWealthInc]

Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.

[Savvy Wealth @SavvyWealthInc]

Hear from advisors in their own words. Then read the story behind it: our founder and CEO, Ritik Malhotra, on how the community at Savvy came to be, and what it's returned to the advisors in it. https://t.co/5M7I0O69do

[Savvy Wealth @SavvyWealthInc]

Going independent usually means going it alone. At Savvy, independence looks different: a network of 150+ independent advisors across the country, all helping each other win, and all invested in making the platform stronger.

[Savvy Wealth @SavvyWealthInc]

Yesterday's Series C announcement is a testament to what a community can build together.

[Savvy Wealth @SavvyWealthInc]

Read the full story: https://t.co/DgAqsP49UF

Learn more about our raise: https://t.co/69sDOzUpPI

[Savvy Wealth @SavvyWealthInc]

Today we're announcing our $100M Series C at a $600M valuation, led by Ryan Smith and Ryan Sweeney of Halo Fund.

The round was oversubscribed and brings total funding to more than $200M.

[Savvy Wealth @SavvyWealthInc]

With continued participation from Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, The House Fund, Euclidean Capital, Allianz Life, Alumni Ventures, and Mark Casady's Vestigo Ventures.

[Savvy Wealth @SavvyWealthInc]

Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.

[Savvy Wealth @SavvyWealthInc]

With more than 150 advisors managing $8B+ in assets, Savvy’s AI-native approach to financial advice has become an industry standard for those looking to practice on their own terms, empowered by technology that removes the middle- and back-office hurdles from the equation.

[Savvy Wealth @SavvyWealthInc]

Read the full article here for more on how Savvy is reimagining what a modern RIA looks like: https://t.co/GUvQDrfBKB