Savvy Wealth, an AI-native registered investment advisor for independent financial advisors, has announced the launch of a proprietary private markets program for advisors on its platform. The multi-vintage program will open access to a variety of asset classes with an initial focus on a select group of venture and growth managers typically beyond the reach of everyday investors.
Savvy Wealth has launched a proprietary private markets program for advisors on its platform.
The program initially focuses on venture and growth managers, with future vintages expected to cover private equity, income-oriented strategies and infrastructure.
Advisors can bring qualified-purchaser clients into pre-IPO investments through a single commitment.
Managers are selected through a rigorous research and due diligence process overseen by Savvy's investment team.
Savvy partnered with Allocate, a $5.8 billion private markets technology platform that works with more than 400 advisor firms, to build the program.
The program is available only to clients who meet the definition of a qualified purchaser.
Private companies now far outnumber public ones among U.S. businesses with more than $100 million in revenue.
"The best opportunities in private markets have historically been reserved for institutions and the ultra-wealthy," said Anshul Sharma, Chief Investment Officer of Savvy Wealth. "Clients read about private companies valued in the tens of billions that they've never had a chance to own, and they're asking their advisors about it. This program lets our advisors deliver that access, with rigorous manager selection and due diligence built in."
Carefully selected managers: Managers are selected through a rigorous research and due diligence process overseen by Savvy's investment team.
Diversified exposure: The program is designed to provide access to multiple managers across asset classes and vintages.
Simplified operations: Consolidated subscription, reporting and tax documents, integrated with the rest of the client's portfolio on the Savvy platform.
About Savvy
Savvy Wealth is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The firm combines modern technology with world-class support to make independence simple and scalable. Advisors who partner with Savvy use intelligent tools alongside white-glove marketing, compliance, and operational support to deliver standout client experiences while staying in control of their practice.
