Savvy Wealth, an AI-native registered investment adviser, has launched Savvy Intelligence, an agentic AI product that provides advisors with a unified, real-time view of client data including investments, financial plans and tax information. The platform eliminates manual reconciliation by serving as a household-level system of record. The company now manages nearly $6 billion in client assets, five times what it managed a year ago, and supports nearly 135 advisors. Savvy Intelligence's first agent, the Financial Planning Agent, enables advisors to model life-change scenarios and run thousands of "what if" scenarios in minutes. Founded by Ritik Malhotra, Savvy estimates advisors spend roughly 70% of their time on non-client-facing work. The platform aims to absorb that burden whilst allowing advisors to participate in the firm's equity upside.

With the onboarding of CWG and several other notable advisor teams, Savvy has surpassed 4.5x growth over the last year.