{"topic":"ai-native-ria","title":"ai native ria","url":"https://theexchange.tech/archive/ai-native-ria","description":"Dispatches on ai native ria for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Savvy's valuation rose 6.6x in 15 months. Most of the assets walked over from someone else's firm.","url":"https://theexchange.tech/articles/savvys-valuation-rose-6-6x-in-15-months-most-of-the-assets-walked-over-from-someone-elses-firm","json":"https://theexchange.tech/articles/savvys-valuation-rose-6-6x-in-15-months-most-of-the-assets-walked-over-from-someone-elses-firm.json","excerpt":"Savvy Wealth closed $100 million at a $600 million valuation on $9 billion in client assets and 150 advisors. Run the disclosed figures and assets per advisor doubled in a year — but more than $4 billion of the growth arrived as recruited books, and ARR approaching $100 million on $9 billion implies a fee of roughly 1.1%. The gale is real. It is currently blowing books across the street, not out of the industry, and the client's fee has not moved.","publishDate":"2026-09-11","author":"Marisol Vega","topics":["creative-destruction","ai-native-ria","advisor-recruiting","unit-economics","savvy-wealth"]}]}