Savvy Wealth Partners with Vestwell to Simplify 401(k) Management
05/06/25, 2:08 PM
Location
new yorkIndustry
financial services
software
Type
partnership
Savvy Wealth Inc. has announced its partnership with Vestwell to simplify 401(k) management for clients’ employee plans. Through this collaboration, advisors at Savvy's registered investment advisor (RIA) affiliate, Savvy Advisors, can now offer expanded support for business-owning clients by managing their company 401(k) plans and serving as the 3(38) plan advisors and investment manager.
Company Info
Location
new york, new york, united states
Additional Info
Savvy Wealth, Inc. 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 Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.