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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Ritik Malhotra

In PWD coverage since September 17, 2026 · 6 stories
PWD coverage
practice

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.
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
practice · Sep 23Savvy's new platform has 150 users, no outside clients and no price
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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