Savvy Wealth launches proprietary private markets program for independent advisers
Thursday, October 29, 2026 · first reported by IREI
Savvy Wealth, a registered investment adviser, has introduced a private markets program for independent advisers using its platform. The multi-vintage offering starts with a small group of venture and growth managers. Through a single commitment, an adviser can direct clients who are qualified purchasers toward pre-IPO holdings of this kind.
Allocate, a private markets technology platform, is Savvy's partner on the build. Both firms will handle manager selection and portfolio construction. Clients get consolidated subscription, reporting and tax paperwork alongside the rest of their portfolio on Savvy's platform.
- Firm
- Savvy Wealth
- Stage
- Launch
- Asset class
- Private equity, Venture
- Geography
- North America
The summary and fields above are extracted from the published reports and can contain errors. The linked articles are the source of record.
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