Savvy Wealth

SavvyWealth is a forward-thinking wealth management startup that leverages proprietary technology and automation to empower financial advisors. The company operates in the financial services market, serving a diverse clientele, including individuals, foundations, and endowments. SavvyWealth's business model revolves around providing modern, human-centric financial advice, personalized to align with each client's unique needs and goals.

The company's services range from Personal Direct Indexing and Global Equity Research to Financial Planning & Analysis and Estate & Trust Planning. SavvyWealth has a presence in several locations, including New York City, Fort Lauderdale, West Chester, and Del Mar.

SavvyWealth's all-in-one platform is designed to enhance advisory practices, offering automated lead generation and marketing, maximized revenue and earning potential, and opportunities for career growth. The platform streamlines every aspect of a client's financial life, delivering a seamless and efficient experience.

In addition to its core services, SavvyWealth has partnered with LeverageRx to cater to the specific financial needs of professionals in the healthcare sector. LeverageRx assists medical professionals in finding the best prices on disability insurance and shopping the market for competitive loan rates.

In terms of revenue, SavvyWealth makes money by offering its comprehensive, technology-powered platform to financial advisors and clients, thereby streamlining operations and enhancing efficiency.

Keywords: Wealth Management, Financial Advisors, Personal Direct Indexing, Financial Planning & Analysis, Estate & Trust Planning, Technology-Powered Platform, Automated Lead Generation, Maximized Revenue, Healthcare Sector Financial Services, Partnership with LeverageRx.