apis.yml

aid: savvy
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source: []
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/savvy.png
name: Savvy
description: >-
  Savvy (Savvy Advisors, Inc.) is a technology-driven, SEC-registered investment
  advisory firm founded in 2021 and headquartered in New York, NY. It combines
  licensed fiduciary financial advisors with proprietary technology — including
  Savvy Intelligence, an AI workspace for advisors — to deliver personalized
  wealth management for high-net-worth individuals and independent financial
  advisors. Savvy manages $5B+ in assets across 100+ advisors in 30+ U.S.
  locations, custodying at Fidelity and Charles Schwab. The firm serves two
  audiences: clients seeking wealth management (financial planning, investment
  management, direct indexing, tax optimization, retirement, trust and estate
  planning) and advisors looking to join or build a practice on its platform.
  Savvy publishes no public developer API; this profile captures its identity,
  domain security posture, and the verbatim /llms.txt it exposes for agents.
url: https://raw.githubusercontent.com/api-evangelist/savvy/refs/heads/main/apis.yml
x-type: company
x-source: vc-portfolio
x-backed-by:
- canaan-partners
- index-ventures
x-tier: stub
x-tier-reason: portfolio-lead
specificationVersion: '0.23'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- Company
- Wealth Management
- Financial-Services
- Investment Management
- Financial Advisors
- Financial Planning
- Fintech
- Registered Investment Advisor
tags_raw:
- Company
- Wealth Management
- Financial Services
- Investment Management
- Financial Advisors
- Financial Planning
- Fintech
- Registered Investment Advisor
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.savvywealth.com/
- type: About
  url: https://www.savvywealth.com/about
- type: Blog
  url: https://www.savvywealth.com/blog
- type: SignUp
  url: https://www.savvywealth.com/demo
- type: TermsOfService
  url: https://www.savvywealth.com/terms-of-service
- type: PrivacyPolicy
  url: https://www.savvywealth.com/privacy-policy
- type: LLMsTxt
  url: llms/savvy-llms.txt
- type: DomainSecurity
  url: security/savvy-domain-security.yml
x-enrichment:
  date: '2026-07-21'
  status: enriched
  artifacts_added: 3
  pass: local-v1