Articles from Savvy Advisors Inc.

Savvy Advisors Inc. (“Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), today announced the addition of Perspective 6 Wealth Advisors (“Perspective 6”), a Minneapolis-based team with approximately $270 million in assets under management (AUM). In tandem, Savvy welcomed 12 additional advisors from across the United States, bringing its total advisor headcount to 68 since launching in 2022.

Savvy Advisors Inc. (“Savvy” or “Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announces it has surpassed $1 billion in client assets under management (AUM), tripling its assets since the start of 2024. At the same time, Savvy added four more experienced financial advisors in December, capping off a transformative year of expansion. These developments follow Savvy Wealth’s $26.5 million Series A funding round earlier this year, and underscore its affiliated RIA’s strong trajectory heading into 2025.

Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced the hiring of experienced financial advisors Drew Martino and Daniel Moore, CFP®. Martino and Moore have brought their respective practices to Savvy to gain access to Savvy Wealth’s proprietary, artificial intelligence (AI)-powered technology platform. Savvy Wealth’s all-in-one, integrated technology and internal support team empowers its advisors to offload middle and back-office tasks, enabling them to spend more time serving clients and building their businesses.

Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor affiliated with Savvy Wealth, Inc. (“Savvy Wealth”), today announced that four new wealth managers have joined the firm. With a growing presence across the U.S., Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management (AUM). Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience.

Savvy Advisors Inc. (herein “Savvy” or “Savvy Advisors” or “the firm”), a registered investment advisor affiliated with Savvy Wealth Inc. (“Savvy Wealth”), today announced that four new wealth managers have joined the firm. These advisors now have access to Savvy Wealth’s purpose-built, fully integrated technology platform. Powered by proprietary technology, Savvy’s wealth managers are empowered to increase efficiency, scale revenue faster and spend more time focused on serving their clients.

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (“RIA”) affiliated with Savvy Wealth Inc., today announced that David Gottlieb has joined the firm as a wealth manager. Following the recent additions of Aaron Wiegman, Arynton Hardy and Dustin Parsons, Gottlieb marks the 16th advisor to join Savvy. Based in West Orange, New Jersey, Gottlieb will leverage Savvy Wealth’s modern platform to power growth and improve client service, while offloading operational, back-office and marketing tasks.

Savvy Advisors Inc. (“Savvy” or “Savvy Advisors”), a federally registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced the addition of three new wealth managers. This latest expansion brings the firm's total to 15 wealth managers, all focused on serving its high-net-worth client base. Leveraging Savvy Wealth’s proprietary platform, Savvy’s wealth managers have access to comprehensive, artificial intelligence-powered technology solutions, supplemented by back-office, operations, marketing and compliance support, designed to deliver a tech-forward, personalized client experience.

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Jacob DuBose, CFP®, has been appointed as its newest principal wealth manager. DuBose is the seventh financial advisor to join Savvy in the second half of 2023, as the firm continues its strong recruiting momentum. Anchored by Savvy Wealth’s proprietary platform, Savvy’s advisors can leverage a next-generation technology solution, complimented by back-office, operations, marketing and compliance support teams, that enable advisors to spend more time serving clients to scale their businesses.

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced John Khoury has joined the firm as a principal wealth manager. Khoury’s arrival at Savvy affords him access to the Savvy Wealth platform, which is replete with proprietary technology that enables advisors to streamline day-to-day workflows, improve efficiency and, ultimately, provide opportunities to enhance client service.

Savvy Advisors Inc. (“Savvy”), a Registered Investment Advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Marisa (Maya) Joelson has joined the firm as a founding principal wealth manager and global investment strategist. Joelson has a diverse professional background spanning the advanced technology and financial services sectors. Throughout her career, Joelson has established herself as a respected thought leader on topics related to global markets and has had her insights featured at prominent events like the Davos World Economic Forum (WEF). Her differentiated ideas have also been published in leading publications including The Wall Street Journal and Barron’s.

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced that Michael Most has joined the firm as principal wealth manager. Based in Fort Lauderdale, Most is the eleventh advisor to partner with Savvy nationally. With Savvy’s all-in-one platform, Most can now seamlessly integrate with industry-leading tools that will allow him to save time and scale his practice efficiently.