Articles published by Savvy Wealth

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

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

April 22, 2026

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Savvy Wealth Enhances Advisor Platform with New Proprietary Investment Management Program

January 30, 2024

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

July 02, 2025

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

July 20, 2023

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

August 05, 2024

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

April 26, 2023

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National RIA Savvy Wealth Rolls Out Proprietary Direct Indexing Solution

April 06, 2023

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Savvy Wealth Welcomes Brad Weber to its Founding Class of Advisors

January 12, 2023

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Savvy Wealth Completes $11 Million Capital Raise

November 10, 2022

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