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Articles published by Savvy Wealth

Savvy Wealth Named No. 1 Fastest-Growing Financial Services Firm in America by Inc. Magazine

August 11, 2026

From Savvy Wealth

Via Business Wire

Blue Barn Wealth and Paragon Private Wealth Partner with Savvy, Adding $550M in Combined AUM

August 05, 2026

From Savvy Wealth

Via Business Wire

Savvy Wealth Debuts Savvy Intelligence to Fuel Evolution of AI-Native, Human-Led Advice

April 22, 2026

From Savvy Wealth

Via Business Wire

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

July 02, 2025

From Savvy Wealth

Via Business Wire

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

August 05, 2024

From Savvy Wealth

Via Business Wire

Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

January 30, 2024

From Savvy Wealth

Via Business Wire

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

July 20, 2023

From Savvy Wealth

Via Business Wire

Savvy Wealth Adds Brent Boden as Sixth Member of its Founding Class of Advisors

April 26, 2023

From Savvy Wealth

Via Business Wire

National RIA Savvy Wealth Rolls Out Proprietary Direct Indexing Solution

April 06, 2023

From Savvy Wealth

Via Business Wire

Savvy Wealth Welcomes Brad Weber to its Founding Class of Advisors

January 12, 2023

From Savvy Wealth

Via Business Wire

Savvy Wealth Completes $11 Million Capital Raise

November 10, 2022

From Savvy Wealth

Via Business Wire

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