Savvy Wealth
New York, United States · Finance, Fintech, Software · 139 employees
Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with t
Funding history
- Funding Round — $72.0M — Jul 2025
- Series SERIES B — $72.0M — Jul 2025
- Series series a — $26.5M — Aug 2024
Recent signals
- Jul 02, 2025: Raised $72.0M
- Jul 02, 2025: Raised $72.0M in Series SERIES B
- May 06, 2025: Savvy Wealth Partners with Vestwell to Simplify 401(k) Management
- Aug 05, 2024: Raised $26.5M in Series series a
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