Savvy Advisors, the RIA firm affiliated with Savvy Wealth, has added another three wealth managers to its tech-driven platform.
Last year, the firm updated its technology platform which uses artificial intelligence to enhance the daily workflow of advisors, and provides advisors with back-office, operations, marketing, and compliance support. The additions bring its head count of wealth managers to 15 since it launched in 2021.
“We are thrilled to partner with these experienced and passionate advisors, who can effectively use our technology to unify every aspect of their clients' financial lives,” said GinaRose Galli, growth leader at Savvy Wealth.
Joining the firm’s network of advisors are:
Ritik Malhotra, co-founder and CEO of Savvy Wealth, commented about the importance to the firm of onboarding top financial advisors.
“To achieve our ambitious growth goals, it is imperative that we partner with accomplished wealth managers who can not only successfully implement our proprietary technology to enhance their practice, but also offer valuable feedback to help us further improve the solutions that we offer advisors and their clients,” he said.
Savvy was one of six companies contacted in 2023 by Massachusetts Secretary of the Commonwealth William Galvin, who wanted to understand how wealth management firms are using AI in their business activities and ensure that they are not putting themselves ahead of investors’ interests.
Nearly half of single Americans think their net worth shapes their fate in dating, but the biggest financial green flags tell a different story.
The hybrid RIA is the latest firm to face allegations that it enriched itself at customers' expense by paying unfairly low interest rates in its cash sweep programs.
Installed after Dan Arnold's abrupt termination, the new leader at LPL Financial is highlighting the firm's refocusing on the individual advisor.
The clearing and custody giant is kicking the tires on new cash sweep plan with broker-dealer clients.
LPL Financial welcomes a $345 million investment and planning team from Ameriprise as RayJay's employee advisor arm adds a seasoned Well Fargo breakaway.
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
Blue Vault features expert strategies to harness for maximum client advantage.