EH

Eric Hurkman

CTO

Savvy Wealth

New York, New York


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Savvy Wealth
Industry
financial services
Employees
130.0
Seniority
C suite
Annual Revenue
8200000.0
Total Funding
33800000.0
Latest Funding
Series A

Technologies

MailJet Gmail Google Apps Microsoft Office 365 Amazon AWS Salesforce Rackspace MailGun Vercel Webflow Hubspot Hotjar Vimeo Adobe Media Optimizer Facebook Widget Facebook Custom Audiences Cloudinary Google Tag Manager Linkedin Marketing Solutions YouTube Google Dynamic Remarketing DoubleClick Conversion Cedexis Radar Mobile Friendly DoubleClick HasOffers Google AdWords Conversion Facebook Login (Connect) Reviews Android

Keywords

financial planning estate planning tax planning family office ria investment management trust estate alternative investments retirement planning foundations endowments investment services 401k for businesses small business tax direct indexing portfolio management education panning wealth management tax optimization succession planning 401(k) management client services education planning asset management financial advisors trust & estate services financial technology investment strategy lead generation market analysis risk management p&g employee benefits client onboarding investment analysis performance reporting tax strategies financial roadmap income planning stock option planning wealth growth charitable giving strategies client engagement financial insights personalized financial solutions wealth management software consolidated financial advice financial wellness net worth tracking sustainable investing client customization investment diversification custom financial plans multi-channel marketing client relationship management professional financial advice financial security investment research home office support law practice legal services financial services finance technology information technology & services marketing & advertising sales

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans