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

14.0/100 minimal ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-07-27 · rubric v0.5

0 APIs

CompanyWealth ManagementFinancial ServicesInvestment ManagementFinancial AdvisorsFinancial PlanningFintechRegistered Investment Advisor

Kin Score

Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5

Composite quality — 14.0/100 · minimal

Contract Quality 0.0 / 25

Developer Ergonomics 0.4 / 20

Commercial Clarity 6.8 / 20

Operational Transparency 0.0 / 13

Governance 0.0 / 12

Discoverability 6.8 / 10

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 15

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

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: '0.20'
created: '2026-07-17'
modified: '2026-07-21'
tags:
- 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