Blue Barn Wealth and Paragon Private Wealth Partner with Savvy, Adding $550M in Combined AUM - Business Wire
AI SummaryAI-generated — verify against the source.Blue Barn Wealth and Paragon Private Wealth have partnered with Savvy Wealth, a technology-driven RIA platform, adding $550 million in combined assets under management. This partnership highlights the growing trend of established wealth management firms adopting integrated, AI-enabled technology stacks to streamline operations and scale their practices.
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