OUR PARTNERSHIP
We built Benda and Co. to stay boutique and personal. Then we found a platform with the horsepower to back it up.
Powered by
Savvy Wealth
We didn't just pick any platform, we picked what we believe to be the best one
$5B*
Assets under
management
*as of March 2026
100+
Independent
advisors nationwide
4.5x
Year-over-year
growth
1,500+
Clients
served
The wealth management world has evolved, Savvy was built for what comes next
Savvy Advisors is a federally Registered Investment Adviser built from the ground up to do what legacy firms couldn't. Combine the personal relationship of an independent advisor with the technology and infrastructure of an institutional firm.
They didn't retrofit an old platform. They built a new one from scratch, in 2021, by asking one question: what would wealth management look like if you built it today? The answer is Savvy, and it's why we chose them as our platform.
For our clients, that means you're not working with an advisor running on outdated systems and paper workflows. You're working with us, backed by something built for what wealth management should be.
AI-powered platform — saves advisors up to 19 hours per week, so we spend more time on you and less time on paperwork
Multi-custodial — operates on both Fidelity and Schwab platforms for flexibility and security
$75M Series B — backed by institutional investment and built to scale
SEC-registered — federally regulated Registered Investment Adviser with full fiduciary obligation
1,500+ clients — served across the country by independent advisors like Benda & Co.
The depth of a larger firm,
the soul of a boutique
01
Institutional-grade investment infrastructure
Tax-loss harvesting, automated rebalancing, direct indexing, alternative investments. Tools that used to be reserved for the ultra-wealthy are now part of every client relationship we manage.
02
Real-time visibility into
your plan
A secure digital dashboard gives you a live view of your financial plan, investment performance, and planning progress. You're never waiting for a quarterly statement to know where things stand.
03
More of our time, focused
on you
Savvy's platform saves advisors up to 19 hours per week on administrative work. Those hours don't disappear. They come back to you as deeper conversations, sharper thinking, and faster action on what matters.
04
Custodial flexibility
and security
Multi-custodial means your assets can be held through Fidelity or Schwab, two of the most trusted names in financial services. Your money isn't sitting in a proprietary account you can't see.
05
A platform built for
elite advisors
Savvy doesn't recruit just anyone. Their network of 100+ independent advisors includes veterans from J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, and beyond. We chose Savvy because Savvy chooses serious advisors.
06
Fiduciary all the
way through
We're fiduciaries. Savvy is fiduciary. That obligation runs from the platform all the way through our client relationship. Our approach focuses on providing recommendations that are appropriate for your financial goals and circumstances.
