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Thewealthadvisor·

Savvy Wealth Raises $100 Million To Prove Advisors Don’t Have To Sell Out To Scale

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Savvy Wealth has secured $100 million in funding to support its digital-first wealth management platform, which leverages proprietary AI to automate advisor workflows. This development highlights a growing trend of tech-enabled RIA models that allow advisors to scale their practices without needing to sell to larger aggregators.

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