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Savvy Wealth Revenue and Competitors

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Location

#1550

Growjo Ranking

Finance

Industry
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Estimated Revenue & Valuation

  • Savvy Wealth's estimated annual revenue is currently $10.2M per year.(i)
  • Savvy Wealth's estimated revenue per employee is $99,332
  • Savvy Wealth's total funding is $18M.

Employee Data

  • Savvy Wealth has 103 Employees.(i)
  • Savvy Wealth grew their employee count by 94% last year.

Savvy Wealth's People

NameTitleEmail/Phone
1
Chief StaffReveal Email/Phone
2
Chief StaffReveal Email/Phone
3
Chief Technology OfficerReveal Email/Phone
4
Head OperationsReveal Email/Phone
5
Head MarketingReveal Email/Phone
6
Founding Principal, Wealth ManagerReveal Email/Phone
7
Senior Growth ManagerReveal Email/Phone
8
Principal Wealth ManagerReveal Email/Phone
9
Principal Wealth ManagerReveal Email/Phone
10
Principal Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M11-8%N/AN/A
#2
$90M31912%N/AN/A
#3
$5.7M26-7%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M14930%N/AN/A
#6
$7.9M403%N/AN/A
#7
$8.2M410%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Savvy Wealth?

Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.

keywords:N/A

$18M

Total Funding

103

Number of Employees

$10.2M

Revenue (est)

94%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$23.9M1036%N/A
#2
$15M1034%N/A
#3
$15M1031%N/A
#4
$37.8M1031%N/A
#5
$21.1M1035%N/A