By embedding artificial intelligence directly into the backbone of its advisor-facing systems, Savvy Wealth says it has already helped some of its advisors recover as many as 19 hours per week: time that would otherwise be lost to administrative tasks, compliance checks, and prep.
The New York-based wealth management platform is betting that embedding AI into the operational core of financial advisory can shift the economics of the industry. The company, which recently raised a $72 million Series B round led by Industry Ventures, has grown assets under management more than 500 percent since
