Fundz

Savvy Wealth raised $26.5 million in a Series A round led by Canvas Ventures to modernize wealth management with AI-powered technology.

PRIVATEAug 05, 2024

Amount Raised

$26.5 Million

Round Type

Series A

New YorkSoftwareFinanceFintech

Investors

Alumni VenturesThe House FundIndex VenturesBrewer Lane VenturesThrive CapitalCanvas Ventures

Description

Savvy Wealth has completed a $26.5 million Series A funding round, with an additional $15.5 million led by Canvas Ventures. The funds will facilitate the acceleration of their AI technology platform and expansion of their product and engineering teams.

Quick answer

Savvy Wealth raised $26.5 Million in a Series A round, dated August 5, 2024. Investors: Alumni Ventures, The House Fund, Index Ventures, Brewer Lane Ventures, Thrive Capital and Canvas Ventures. Savvy Wealth is based in New York, New York, United States.

How much did Savvy Wealth raise?
Savvy Wealth raised $26.5 Million in a Series A round on August 5, 2024.
Who invested in Savvy Wealth?
Alumni Ventures, The House Fund, Index Ventures, Brewer Lane Ventures, Thrive Capital and Canvas Ventures are named as investors in this round.
What does Savvy Wealth do?
Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice.
Where is Savvy Wealth based and how big is it?
Savvy Wealth is based in New York, New York, United States. Fundz records about 139 employees.
Who are the decision-makers at Savvy Wealth?
Fundz holds 1 contact at Savvy Wealth, including the Chief Operating Officer. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Finance and Fintech around the same time

Companies in the same sectors as Savvy Wealth that raised within 45 days of this round, from Fundz verified event records.

  • Brico raised $8M (Seed) on September 11, 2024.
  • Valyx raised $800K (Pre-Seed) on September 5, 2024.
  • Parabolic Technologies, Inc. raised $11M on August 26, 2024.
  • Numeral raised $18M on August 23, 2024.
  • AtoB raised $130M (Series C) on September 19, 2024.
  • Primary raised $3.5M (Seed) on September 18, 2024.

Who to call at Savvy Wealth, and when

A new round usually means Savvy Wealth is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Savvy Wealth raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Savvy Wealth, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Savvy Wealth. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Savvy Wealth

Location

New York, New York, United States

About

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 their clients.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Savvy Wealth raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contactsAmir H., Chief Operating Officer hiddenSee plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for Savvy Wealth's next move

See what Strategic adds

Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

Savvy Wealth raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.