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Savvy Wealth

In PWD coverage since August 18, 2026 · 15 stories

9Deals on our tracker

Deal recordFull tracker →

Sep 23, 26Deal announcedFidelity Investments — coverage

Sep 22, 26Deal announcedNational Financial Services LLC — coverage

Sep 22, 26Deal announcedNational Financial Services LLC — coverage

Sep 22, 26Fund launch — coverage

Sep 22, 26Deal announcedFidelity — coverage

Sep 17, 26Deal closed — coverage

Sep 17, 26Deal closedHalo · Ryan Smith · Ryan Sweeney — coverage

Sep 17, 26Deal closed — coverage

Sep 17, 26Deal closedMark Casady · Vestigo Ventures · Halo — coverage

PWD coverage

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Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

The threshold counts assets held at Fidelity, not total firm AUM, and the notice went directly to affected firms.

RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread

The Close · Sep 23The cash spread is what the selloff repriced

practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price

practice · Sep 23Savvy's custody pitch is software over Fidelity's rails

Features · Sep 23Vanguard Bought the Last Custody Asset

RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software

The Close · Sep 21Whoever writes the AI data terms keeps the client record

RIA · Sep 21Savvy's 560% markup is priced on narrative, and Altruist set the comp

Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived

exit · Sep 18Three exits, three prices, one book

Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer

RIA · Aug 27april plugs IRS transcripts into advisor planning workflows

advisers · Aug 19Ten retirement firms landed in the Inc. 5000 top 1,000

advisers · Aug 18Savvy Wealth tops Inc. 5000 financial-services list at No. 11