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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Savvy Wealth

In network coverage since August 18, 2026 · 16+ stories
10Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announcedFidelity Investments — coverage
Sep 23, 26Deal announcedFidelity Investments — coverage
Sep 22, 26Deal announcedNational Financial Services LLC — coverage
Sep 22, 26Fund launch — coverage
Sep 22, 26Deal announcedNational Financial Services LLC — coverage
Sep 22, 26Deal announcedFidelity — coverage
Sep 17, 26Deal closedHalo · Ryan Smith · Ryan Sweeney — coverage
Sep 17, 26Deal closed — coverage
Sep 17, 26Deal closed — coverage
Sep 17, 26Deal closedMark Casady · Vestigo Ventures · Halo — coverage
Network coverage
Practice management

Fidelity backs Savvy Wealth's RIA custody platform, expected in mid-2027

Savvy says multi-billion-AUM RIA prospects pulled the launch forward; Fidelity will collect client revenue and share a portion back.
Recruiting & transitions · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
The Close · Sep 23The cash spread is what the selloff repriced
Practice management · Sep 23Savvy's new platform has 150 users, no outside clients and no price
Practice management · Sep 23Savvy's custody pitch is software over Fidelity's rails
Features · Sep 23Vanguard Bought the Last Custody Asset
RIA · Sep 23Savvy rents Fidelity's balance sheet to sell onboarding software
The Close · Sep 21Whoever writes the AI data terms keeps the client record
RIA · Sep 21Savvy's 560% markup is priced on narrative, and Altruist set the comp
Deals & PE · Sep 18Blank Form Ds are options on a distribution rail that hasn't arrived
Succession & selling a firm · Sep 18Three exits, three prices, one book
Deals & PE · Sep 17Savvy's $600 million mark prices LPL's unfinished AI answer
RIA · Aug 27april plugs IRS transcripts into advisor planning workflows
Retirement Advisers · Aug 19Ten retirement firms landed in the Inc. 5000 top 1,000
Retirement Advisers · Aug 18Savvy Wealth tops Inc. 5000 financial-services list at No. 11
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