The Empowered Advisor: Redefining Wealth Management in the Age of AI

The $70 trillion Great Wealth Transfer is accelerating, advisors are going independent at record pace (3,300+ per year through 2027, per Tiburon), and traditional firms simply can’t keep up with rising client expectations.

Three years ago, during a four-hour dinner with our first advisor, we sketched an idea on a diner napkin: a wealth management platform built for advisors, not at their expense. Since that moment, we've shipped 200+ advisor-driven product improvements, each saving precious hours (up to 19 per week) for our financial advisors. 

That’s why we started Savvy: to build a modern platform that empowers financial advisors to do what they do best—serve clients—without being bogged down by everything else.

Today, we’re proud to share that Savvy has raised $72 million in Series B funding to double down on our mission: helping advisors thrive by giving them the tools, tech, and support they need to build and scale their practices.

$2.2 billion AUM (in under 3 years), from scratch.

We built Savvy differently. No mergers. No acquisitions. Just first-principles thinking and an obsessive focus on advisor experience. It’s been an exhilarating journey of growth — here are just a few figures to put that journey in context: 

• In 2024, we achieved 433% YoY growth (for context, Schwab’s leading RIAs average around 15%), quadrupling our assets under management (AUM). 
• We brought our first client dollar in to manage in August 2022, and (just shy of) only three years later have grown our firm to $2.2 billion in AUM. 
• We’re in the top 25% of Series B valuations, top 10% (in terms of months) between Series A and B rounds, and top 15% of Series B round sizes in 2025. 

We’ve taken a different approach from the traditional industry M&A strategy, because Savvy wants to organically prove that building a technology-first, advisor-centric platform resonates deeply with its core users. 

Savvy’s integrated “business-in-a-box” frees advisors from back-office grind. Advisors report up to 30% more client-facing time, 20% client book growth in under 12 months, and the ability to mange up to 50% more client households due to the superpowers of efficiency. 

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AI as the financial advisor Iron Man suit.

People keep asking if AI will replace financial advisors. But that completely misses the point. 

Despite AI’s ability to crunch numbers at superhuman speed and depth, clients often prioritize the psychological benefits and personal touch that only a human advisor can provide. Surveys show that investors overwhelmingly prefer human advisors for functions involving empathy, trust, and understanding, while they are more open to automation for routine analytical tasks

In a Vanguard study, the highest-ranked aspects where humans beat robo-advisors were “feeling understood,” having a personal connection, knowing the advisor is working in the client’s best interests, and receiving empathy. Clients value that emotional support and interpersonal connection, especially during life events or market volatility. Human advisors excel at hand-holding – e.g. talking clients through stock market tumbles or major life transitions – which builds trust and confidence in a way algorithms cannot. 

From a behavioral finance perspective, these preferences make sense. Investors are not purely rational machines; they have biases, fears, and goals that extend beyond what data alone can capture. In fact, research by Vanguard attributes the single largest source of an advisor’s added value (up to ~2% per year) to preventing bad investor behavior through guidance and discipline. An AI tool might generate a warning not to sell, but many clients feel that hearing it from a trusted human who understands their personal situation carries far more weight.

At Savvy, we see AI as an amplifier—not a replacement. It’s Tony Stark’s suit, not the superhero himself.

Our technology makes advisors smarter, faster, and more human. A few examples: 

• Automated Investment Proposals: Automatically populate investment proposals based on the client’s risk appetite in minutes (not days or weeks). 
• Service Calendar: Automated reminders for tax strategies, estate planning, and education funding.
• Savvy “OS”: Streamlined CRM, marketing, compliance, and investment management ops in one intuitive dashboard.

High-net-worth clients aren’t looking for robo-advice—they want trusted, thoughtful relationships. AI doesn’t dilute human connection; it deepens it.

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“AI isn’t replacing advisors—it’s giving them superpowers.”

— Mark Casady

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The human core of the producer economy.

At LPL, I learned firsthand: great advisors aren’t transaction processors—they’re relationship producers. They build trust, inspire confidence, and create opportunity.

Yet legacy systems suffocate their potential.

Savvy flips that script. Our tech offloads non-revenue tasks, restoring the advisor’s most valuable resource: time. That reclaimed time unlocks proactive client care, bespoke investments, and genuine differentiation.

In short: we let advisors be advisors again.

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Independence is just the beginning.

Going independent isn’t just leaving a wirehouse—it’s about choosing a better way to grow.

Tiburon Written Research reports that independent RIAs outpace wirehouse growth nearly 6 to 1. Advisors seek freedom, infrastructure, and technology that accelerates their business.

Savvy's $72M Series B—backed by fintech and industry leaders—isn’t just funding news; rather, it’s a conviction in our business model. We're doubling down to make advisors feel supported, efficient, and ready for the future.

We’re not just building technology. We’re building a movement.

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The future is human-first

Legacy players—Morgan Stanley, JP Morgan, and smaller firms—have to play a slower and more balanced game to catch up with technological advances in agentic AI and automation.

But something fundamental hasn’t changed: great advice still begins with meaningful relationships.

At Savvy, our vision is clear:

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“AI should empower advisors, not replace them.”

— Ritik Malhotra & Mark Casady

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• Advisors: If you're ready to scale on your terms, Savvy is here.
• New clients: If you’re seeking modern financial advice, we can connect you.
• Technologists: If you’re driven by impactful innovation, come build with us.
• Investors: Welcome to a vision where advisors win, clients thrive, and AI is a partner, not a competitor.