Savvy

Name: Savvy
Brand: Savvy

AI Native

Technology-enabled RIA and wealth management platform.

Est 2021|Valuation $210M|Raised $105.6M|14 Ref Customers

LinkedIn 11K|Website|Web traffic 14K|FTEs 249|HQ New York, New York, US

MarketsWealth Management & Portfolio Management Platforms

01Competitive Landscape

Narrative analysis

Where Savvy may be appropriate: - Customization: Savvy emphasizes bespoke portfolios, including direct indexing, and advisor specialization. - Digital client view and onboarding: the platform provides a digital dashboard and tooling intended to reduce manual processes. - Advisor enablement: Savvy bundles operations, compliance, marketing, and technology in an integrated platform for advisors. Where competitors may have clearer advantages: - Fee transparency and breadth of consumer reviews: some competitors have more standardized public fee structures and broader market visibility. - Minimums and accessibility: automated/hybrid products can serve smaller starting balances. - Brand scale and longevity: large incumbent custodians and asset managers have longer operational histories and larger scale. Adoption trends (inferred): - Savvy has been recruiting advisors and adding custody options with major custodians. Recent trade press indicates growth and additional fundraising. - Public marketing has at times shown larger AUM figures than earlier reports; buyers should reconcile figures via Form ADV and updated filings.

	Savvy	Empower (Personal Capital)	Facet Wealth
Starting Price	Not publicly standardized; advisor-customized	Published AUM-based pricing tiers	Flat annual membership with published tiering
Best For	Mass affluent to HNW clients wanting advisor-led service with portfolio customization; advisors seeking an integrated ops+tech platform	Tech-oriented investors who want a strong dashboard plus human advisors	Clients who prefer flat-fee planning and may not want AUM-based pricing
Key Strength	Advisor matching and portfolio customization (direct indexing); multi-custodial support; integrated advisor operations	Widely known dashboard and published fee/asset thresholds; mature consumer product	Flat-fee planning model; low barrier for planning-only clients
Key Weakness	Pricing opacity; limited public third-party reviews; variability depends on individual advisor	Higher fee than some low-cost providers; may be more expensive than DIY options	Annual membership may be costly for simple needs; investment management is optional and structured differently

01Competitive Landscape

Narrative analysis

Where Savvy may be appropriate:

Customization: Savvy emphasizes bespoke portfolios, including direct indexing, and advisor specialization.
Digital client view and onboarding: the platform provides a digital dashboard and tooling intended to reduce manual processes.
Advisor enablement: Savvy bundles operations, compliance, marketing, and technology in an integrated platform for advisors.

Where competitors may have clearer advantages:

Fee transparency and breadth of consumer reviews: some competitors have more standardized public fee structures and broader market visibility.
Minimums and accessibility: automated/hybrid products can serve smaller starting balances.
Brand scale and longevity: large incumbent custodians and asset managers have longer operational histories and larger scale.

Adoption trends (inferred):

Savvy has been recruiting advisors and adding custody options with major custodians. Recent trade press indicates growth and additional fundraising.
Public marketing has at times shown larger AUM figures than earlier reports; buyers should reconcile figures via Form ADV and updated filings.

	Savvy	Empower (Personal Capital)	Facet Wealth
Starting Price	Not publicly standardized; advisor-customized	Published AUM-based pricing tiers	Flat annual membership with published tiering
Best For	Mass affluent to HNW clients wanting advisor-led service with portfolio customization; advisors seeking an integrated ops+tech platform	Tech-oriented investors who want a strong dashboard plus human advisors	Clients who prefer flat-fee planning and may not want AUM-based pricing
Key Strength	Advisor matching and portfolio customization (direct indexing); multi-custodial support; integrated advisor operations	Widely known dashboard and published fee/asset thresholds; mature consumer product	Flat-fee planning model; low barrier for planning-only clients
Key Weakness	Pricing opacity; limited public third-party reviews; variability depends on individual advisor	Higher fee than some low-cost providers; may be more expensive than DIY options	Annual membership may be costly for simple needs; investment management is optional and structured differently