This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Savvy Wealth

Profile

Savvy is an AI-native wealth management RIA firm on a mission to make great financial advice easier to deliver. Our all-in-one platform gives advisors the technology, tools, and support they need to grow — without ever compromising their independence. A unified tech stack replaces the patchwork of point solutions with intelligent workflows, a dedicated team takes back-office operations off your plate, and a modern brand and marketing engine helps advisors reach more of the right clients. The result: more time with clients, more capacity to grow, and a practice built around you.