Savvy Wealth
AI Strategy
Savvy Wealth is an AI-powered RIA platform that grew AUM more than 500% to $2B since early 2024, with some advisors reclaiming 19 hours/week via AI-automated admin — backed by $72M Series B from Industry Ventures.
Headline Initiative
AI-powered RIA platform with predictive client intelligence and automated admin
AI Capability Breakdown
3 of 7 capability areas active · Last updated 2026-03-10
Advisor Productivity
AI automation reclaims 19 hours/week per advisor via automated admin, compliance, and client prep
Savvy Wealth's platform automates advisor admin tasks, compliance checks, and client meeting prep using AI — with some advisors reporting 19 hours/week reclaimed. The platform builds AI-personalized knowledge bases on each client for predictive intelligence.
Evidence
- ✓19 hours/week reclaimed (reported by advisors)
- ✓$2B AUM achieved as of mid-2025
- ✓500%+ AUM growth since early 2024
- ✓$500M in new assets added in 2025 alone
Client Personalization
Predictive real-time client intelligence with AI-personalized knowledge bases
Savvy builds a continuously updated AI knowledge base on each client — combining financial data, life events, and behavioral signals to generate predictive real-time intelligence for advisors before every client touchpoint.
Evidence
- ✓AI-personalized client knowledge bases confirmed
- ✓Predictive real-time client intelligence deployed
- ✓$72M Series B led by Industry Ventures (July 2025)
New Business Models
AI-powered RIA rollup model — acquiring advisors and converting them to AI-augmented practices
Savvy is executing an AI-powered advisor acquisition strategy — recruiting independent advisors and migrating them onto its AI platform, effectively running an AI-enabled RIA rollup.
Evidence
- ✓AI rollup strategy confirmed
- ✓AUM grown 500%+ via advisor acquisition + AI model
- ✓July 2025 $72M Series B to continue expansion
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