Savvy Advisors Inc., a federally registered investment advisor affiliated with Savvy Wealth, has expanded its advisor base by adding Perspective 6 Wealth Advisors and 12 additional advisors from across the United States. This growth strengthens Savvy’s position as a leading platform for entrepreneurial wealth managers, bringing its total advisor headcount to 68 since its launch in 2022.
Savvy Advisors adds Perspective 6 Wealth Advisors, managing $270M in AUM.
12 new advisors join, bringing Savvy’s total to 68 wealth managers.
Perspective 6 specializes in medical technology and device industry clients.
Savvy offers AI-powered tools, marketing, and operational support for advisors.
Recent $72M Series B funding bolsters Savvy’s growth and scalability.
Platform supports advisor independence while enhancing client services.
Perspective 6 Wealth Advisors, a Minneapolis-based team managing approximately $270 million in assets, brings specialized expertise to Savvy’s platform. Led by Matt Nelson, Matthew J. Finley, and Jacob LaRue—all Certified Financial Planners—the team focuses on serving professionals in the medical technology and device industries. Their services include equity compensation planning, complex benefits strategy, business owner succession planning, and retirement planning, with a client base spanning Minnesota, Wisconsin, California, and Florida.
“At Perspective 6, we’re dedicated to helping our clients achieve their goals, creating a supportive environment for our team and working toward something bigger than ourselves,” said Matt Nelson, managing partner and wealth manager at Perspective 6. “We saw joining Savvy as an opportunity to be part of a firm that’s changing the client experience and redefining what a modern RIA can offer. Savvy offers the rare combination of modern infrastructure, strongpillarstrong marketing support and a long-term vision for where financial advice is headed. We believe that joining Savvy will position us to grow faster, serve more clients and ultimately have greater impact.”
In addition to Perspective 6, Savvy welcomed 12 advisors from various regions, including South Carolina, New York, Kentucky, Rhode Island, California, Indiana, and Wisconsin. This diverse group, including professionals like Alex Barnes, Kristin Dunlevy, and Dave Sharpe, enhances Savvy’s ability to serve clients nationwide. The addition of these advisors aligns with Savvy’s mission to provide a modern, technology-driven platform that supports advisor independence and growth.
Savvy’s platform stands out for its AI-powered infrastructure and integrated marketing and operational support, designed to help advisors scale their practices efficiently. “Advisors today want to grow faster without sacrificing independence — but many platforms make them choose between control and support. At Savvy, we’re building something different: a future-ready platform where advisors don’t have to compromise,” said Ritik Malhotra, founder and CEO of Savvy Wealth. This approach enables advisors to deliver enhanced client experiences while maintaining autonomy.
Savvy’s recent milestones, including a $72 million Series B funding round and the addition of former LPL Financial CEO Mark Casady to its board, underscore its rapid growth and investor confidence. The company’s advisor-first model, combined with advanced technology, positions it as a leader in redefining wealth management for the modern era.
Savvy Advisors continues to attract forward-thinking wealth managers by offering a platform that balances independence with robust support. With its growing advisor base and innovative tools, Savvy is well-positioned to shape the future of wealth management, empowering advisors to deliver exceptional client outcomes.
Savvy Wealth is a digital-first, multi-custodial technology platform for financial advisors centered around modernizing human-generated financial advice. Wealth managers who partner with Savvy Advisors leverage its intentionally built, integrated technology platform to help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy Wealth’s proprietary technology empowers wealth managers to scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.
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