Savvy LABS Inc
SEC RegisteredIntelligent Investment Platform
About the firm
Savvy Labs is an SEC-registered investment adviser that delivers a technology-forward platform to institutional investors. The platform connects institutional strategy providers to allocators through curated marketplaces of investment strategies, allowing allocators to tailor strategies to fit their unique objectives. Savvy Labs partners with institutions to solve complex asset management challenges through modular, scalable technology.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Direct indexing of strategies, tax optimization at scale, automated retirement distribution solutions, model marketplace delivery, strategy deployment via separately managed accounts (SMAs), algorithmic management of securities, trading and rebalancing through third-party broker-dealers, and a curated marketplace connecting institutional strategy providers to allocators.
Who they serve
Institutional investors including ETF providers, hedge funds, research analysts, RIAs, corporate treasurers, endowments, family offices, OCIOs, pensions, asset management firms, and wealth platforms. Requires a minimum investment of $50,000 for investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 4 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Savvy LABS Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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