Articles from Savvy Wealth

Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), today announced the addition of Blue Barn Wealth (“Blue Barn”) and Paragon Private Wealth Management (“Paragon”) to its growing network of independent advisors. Together, the two firms bring approximately $550 million in combined assets under management (AUM) to the platform. The additions come amid rapid growth for Savvy, which has brought on over $4 billion in recruited assets in 2026 alone and now holds more than $8 billion in total AUM, a 4x increase year-over-year. Blue Barn Wealth and Paragon reinforce Savvy's reputation as the destination for independent advisors who want AI-native technology and dedicated operational support without sacrificing their brand, their clients, or their time.

Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, today unveiled Savvy Intelligence, a new agentic AI product within Savvy’s vertically integrated platform. Savvy Intelligence gives advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified, AI-powered environment, marking the next chapter in Savvy’s reinvention of human-centered financial advice.

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a federal registered investment advisor (RIA), today announces the launch of Savvy Wealth Investment Management (SWIM). An in-house investment management solution replete with diversified and low-cost investment strategies, SWIM enables the creation and management of personalized investment portfolios tailored to the firm’s high-net-worth (HNW) client base.

Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the successful close of a $72 million Series B funding round, led by Industry Ventures, a venture capital firm focused on private technology investments with over $8 billion in committed capital. The round attracted new investors Vestigo Ventures—a venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady, who joins Savvy’s Board of Directors—and Euclidean Capital. Existing investors Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures and former Focus Financial executive Vamsi Yadlapati also participated. This latest infusion of capital brings Savvy to over $100 million in total funding.

Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor (RIA), today unveiled its new, fully integrated advisor platform powered by artificial intelligence (AI). This comprehensive solution brings advisors’ daily workflows into an intuitive, user-friendly dashboard.

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes the company’s $26.5 million Series A round, will accelerate the development of its artificial intelligence (AI)-powered technology platform, expand its product and engineering teams, and recruit entrepreneurial advisors to its national affiliate registered investment advisor (RIA), Savvy Advisors (“Savvy”). The round also saw participation from existing and new investors, including Thrive Capital, Brewer Lane Ventures, Index Ventures, The House Fund and Alumni Ventures. Since its founding in 2021, Savvy Wealth has brought in over $33 million in venture capital backing.

Savvy Wealth (“Savvy”), a digital-first platform designed for financial advisors to modernize human financial advice, today announced that Brent Boden has joined the firm as a principal wealth manager. Located in Cincinnati, OH, Boden brings over 15 years of investment and insurance experience to the firm. He will leverage Savvy’s proprietary technology and marketing automation to streamline operations, enhance the client experience, and scale his practice.

Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, today announces the launch of Savvy Direct Indexing, a proprietary solution that will enable its financial advisors to offer tax-optimized, risk-adjusted and personalized portfolios. The newest feature on Savvy’s modern, integrated technology platform, Savvy Direct Indexing provides advisors with a solution to deliver tax-efficient, values-aligned portfolios that are customized to their high-net-worth (HNW) clients’ unique environmental, social, and governance (ESG) preferences.

Savvy Wealth (“Savvy”), a digital-first platform designed for financial advisors to modernize human financial advice, today welcomes Brad Weber as a Founding Principal Wealth Manager. Based in Newport Beach, CA, Weber is the newest of the firm’s initial class of advisors to join the modern wealth management firm and leverage its proprietary technology platform, which was built to improve client service as well as streamline marketing, compliance, and back-office operations.

Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced today that it has raised $11 million in Series A-1 funding led by The House Fund. Additional investors include Index Ventures and Thrive Capital, who also participated in its Seed round, as well as new investor Brewer Lane Ventures. The fresh capital demonstrates confidence in Savvy’s business model by new and existing investors that include founders of Plaid, Instacart, Figma, Opendoor, Flexport and several other strategic partners.