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Wednesday, September 23, 2026The Morning Brief →Sign in
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Ritik Malhotra

In PWD coverage since September 17, 2026 · 4 stories
PWD coverage
practice

Savvy's new platform has 150 users, no outside clients and no price

For an RIA weighing custodians, the introducing-broker model moves revenue rather than assets, and the terms that would decide the switch stay unpublished until a 2027 onboarding window.
practice · Sep 23Savvy's custody pitch is software over Fidelity's rails
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
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