Elevate Your Business by Putting Women First. Svvy® Makes It Possible.
By leveraging Svvy®'s groundbreaking platform, you can access a network of empowered female clients, fostering exponential growth in your business. The unique opportunity to advise on the financial needs of women investors, coupled with the fact that women are more receptive to advice and make better clients, positions Svvy® Advisors for long-term success.
Position yourself as a Svvy® Expert and capitalize on the imminent great wealth transfer to women. Focus on attracting high-net-worth female clients who are statistically better advisory clients compared to male investors. The next decade promises a significant shift in wealth transfer to women, presenting an unparalleled opportunity for advisors who empower female investors to thrive. Embrace this transformative era by working with women investors and establishing yourself as a trusted advisor through Svvy®.
Create Your Profile
Showcase your financial expertise and create a compelling Svvy® Expert profile that attracts empowered female clients, setting the stage for successful initial consultations.
Interview With Our Team
Take the next step in becoming a part of Svvy®'s exclusive network by scheduling your interview. We carefully screen each advisor to confirm they meet our standards, share our mission, and are equipped to guide women with clarity, integrity, and purpose.
Grow Your Business
By joining our exclusive network of Svvy® experts, you can position yourself at the forefront of the great wealth transfer to women. Svvy® is invitation-only, built for elite advisors committed to serving women with integrity. This isn't another listing site. Svvy® rigorously vets every advisor, accepting only the most trusted professionals. Do you measure up?
Make a significant impact and reach better prospects by becoming a Svvy® Expert. Guide and empower female investors with your valuable expertise, paving the way to financial empowerment and leaving a positive impact for generations to come.
A study on women and financial wellness finds that 94%
of women believe they will be personally responsible for
their finances at some point in their adult life. It is our
mission to empower these women to take control of
their finances by introducing them to trusted advisors
like you. Join us in reshaping the future of women
and money.
Our mission is to empower women to take control of their finances. We believe that women deserve to have fair and equitable access to financial opportunities, and we are committed to connecting women to the resources they need to make informed financial decisions.
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SVVY®, LLC ("Svvy") is registered with the U.S. Securities and Exchange Commission as an investment adviser. Our services involve referring users to third-party advisers who are registered or chartered as fiduciaries with a regulatory body in the United States. These advisers participate in our matching platform based on user-provided information through our online questionnaire. Svvy® does not review adviser performance, manage user accounts, or provide advice on specific investments. We do not handle client funds or hold custody of assets; our role is to connect users with relevant financial advisors. This statement is not an offer to buy or sell securities. All investments carry risks, including potential loss of principal. Working with an adviser may involve fees that can reduce returns, and positive returns are not guaranteed. Even with a fiduciary duty, conflicts of interest may arise.
Please be advised that Svvy, LLC ("Svvy") has entered into a written agreement with vetted Investment Advisors Representatives ("ADVISOR(S)") whereby Svvy® will receive a monthly subscription fee from ADVISOR(S) for introductions to prospective clients who may or may not enter into an advisory agreement with ADVISOR(S) for investment advisory services. Svvy® is not otherwise affiliated with these ADVISOR(S). ADVISOR(S) pay Svvy® a monthly subscription fee for referring clients to ADVISOR(S). Therefore, Svvy® is compensated by ADVISOR(S) for referring you to ADVISOR(S). The subscription fee will be paid monthly at the start of each month by ADVISOR(S) regardless of whether you become a client of ADVISOR(S) or not. The compensation is paid to Svvy as a Solicitor by ADVISOR(S) for our matching services and for referring you to ADVISOR(S) as a potential client. Clients referred by Svvy® are charged the same fees as ADVISOR(S)'s other clients of similar size receiving similar services. No additional charges or costs are incurred by referred clients as a result of having been introduced by Svvy®. ADVISOR(S)'s fees are described in their Disclosure Brochure and the investment advisory agreement. In no event will Svvy®'s services as solicitor include providing investment advisory services on behalf of adviser in any manner.
If you have any questions about this relationship, please do not hesitate to contact us at [email protected].
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