Savvy Wealth
Curated by SignalDigital platform delivering personalized financial planning solutions for individuals.
Overview
Savvy Wealth is a digital platform that focuses on financial planning solutions for individuals. The platform aggregates financial data to provide users with an overview of their financial health. It offers customized financial plans that cater to various objectives, including retirement, education funding, and wealth accumulation. The key services offered by Savvy Wealth encompass retirement planning, estate planning, tax strategy, and net worth tracking. The platform is aimed at both financial advisors and their clients, and it seeks to streamline workflows through automation, which may enhance client services and marketing efforts. By addressing the complexities associated with personal finance, Savvy Wealth aims to assist users in making informed financial decisions.
Key facts
- Founded
- 2005
- Headquarters
- United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
114 rolesStrategic Growth Manager (Account Executive)
New York, NY · On-site · Volunteer
Sr. Onboarding Consultant
New York, NY · On-site · Volunteer
Sr. Client Transition Specialist
New York, NY · On-site · Volunteer
