Savvy

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.

Savvy is profiled on the APIs.io network. Tagged areas include Company, Wealth Management, Financial-Services, Investment Management, and Financial Advisors.

Savvy’s developer surface includes engineering blog, signup flow, and 6 more developer resources.

🌐 Visit website 📡 Source on GitHub

13.1/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-08-20 · rubric v0.12.0

0 APIs

Company Wealth Management Financial-Services Investment Management Financial Advisors Financial Planning Fintech Registered Investment Advisor

Kin Score

Kin Score How this is scored →
scored 2026-08-20 · rubric v0.12.0

Composite quality — 13.1/100 · emerging

Contract Quality 0.0 / 25

Developer Ergonomics 0.5 / 20

Access Clarity 6.8 / 20

Operational Transparency 0.0 / 13

Contract Governance 0.0 / 12

Discoverability 5.7 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

Documented Reversibility 0 / 6

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/savvy: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 1

Portal, sign-up, and the first successful call

SignUp

SignUp

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

LLMsTxt

LLMsTxt

Access & Security 1

Authentication, authorization, and security posture

DomainSecurity

DomainSecurity

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService

TermsOfService

PrivacyPolicy

PrivacyPolicy

Company 3

The organization behind the API

Website

Website

About

About

Blog

Blog

Source (apis.yml)

aid: savvy
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