Savvy Wealth, a New York-based AI-native registered investment advisor built for independent financial advisors, has unveiled Savvy Intelligence, a new agentic AI product within its vertically integrated platform. The launch comes as the firm reports managing nearly $6 billion in client assets, five times what it managed a year ago, and supports nearly 135 advisors.
Savvy Intelligence functions as a household-level system of record, giving advisors a complete, continuously updated view of all client data, including investments, financial plans, and tax information, within a unified AI-powered environment. The company says traditional RIAs rely on disconnected technology stacks that require manual reconciliation and system switching, while Savvy was built from the outset as an integrated solution designed to eliminate that friction.
The platform’s first AI agent, the Financial Planning Agent, gives advisors a household-level view of each client’s financial life. It models life-change scenarios in real time, surfaces tradeoffs, and produces auditable, client-ready outputs in minutes. Advisors can run thousands of scenario analyses drawing automatically from portfolios, tax data, and planning assumptions, with results displayed on a live, interactive canvas that adapts continuously as client circumstances change.
Savvy Intelligence serves as the central operating environment for the firm’s broader suite of AI agents, all of which draw from the same integrated data layer. The firm’s roadmap includes a Tax Agent for year-round tax strategy, a Relationship Monitor to track client engagement and enable proactive outreach, and an Investment Management Agent for real-time portfolio intelligence and advanced workflows for family office and multi-generational planning. Savvy estimates that advisors currently spend roughly 70% of their time on work that is not client-facing, including data entry, compliance tasks, and custodial paperwork, and positions Savvy Intelligence as a tool to absorb that burden, giving a single advisor the operational leverage of a full team. Advisors who partner with Savvy also participate in the platform’s equity upside. The firm’s integrated platform includes Savvy Wealth Investment Management, Savvy Tax, and Savvy Financial Planning.
KEY QUOTES:
“The next generation of financial advice won’t be determined by the firms with the biggest AI budgets; it will be won by the advisors with data that provides the context that powers their AI, turning insight into actionable, real-time client outcomes.”
“Savvy has always believed in the importance of placing humans at the center of the advisor-client relationship, and as we build new technology and agents, we are focused on furthering our commitment to freeing up advisors to be more present for the individuals and families that they serve. Rather than replacing advisors, artificial intelligence technology like Savvy Intelligence will enable advisors to evolve into ‘conductors’ or ‘editors,’ going beyond what is possible with legacy technology to handle technical tasks via specialized AI agents — like financial planning — while spending more time with their clients and growing their businesses.”
Ritik Malhotra, Founder and CEO, Savvy Wealth
“My clients hired me to help them make better financial decisions, not to watch me reconcile data. Savvy Intelligence handles the operational work so I can show up to every client conversation prepared, present and focused on what actually matters to them.”
Ed Wildermuth, Senior Financial Planner and Co-Lead, Mosaic Wealth Advisors
