Amount Raised
$11 Million
Round Type
Funding Round
Description
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced today that it has raised $11 million in Series A-1 funding led by The House Fund. Additional investors include Index Ventures and Thrive Capital, who also participated in its Seed round, as well as new investor Brewer Lane Ventures. The fresh capital demonstrates confidence in Savvy’s business model by new and existing investors that include founders of Plaid, Instacart, Figma, Opendoor, Flexport and several other strategic partners.
Quick answer
Savvy raised $11 Million in a Funding Round round, dated November 10, 2022.
- How much did Savvy raise?
- Savvy raised $11 Million in a Funding Round round on November 10, 2022.
- What does Savvy do?
- Savvy is the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing.
- Who are the decision-makers at Savvy?
- Fundz holds 1 contact at Savvy, including the Co-Founder & CEO . Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Software around the same time
Companies in the same sectors as Savvy that raised within 45 days of this round, from Fundz verified event records.
- BaM Body and Mind Dispensary NJ raised an undisclosed amount (Funding Round) on December 22, 2022.
- BaM Body and Mind Dispensary NJ raised $979K (Seed) on December 21, 2022.
- Streamex Corp. raised $1.1M (Seed) on December 21, 2022.
- BaM Body and Mind Dispensary NJ raised $3M (Seed) on December 19, 2022.
- Dynasty Financial Partners raised an undisclosed amount (Funding Round) on December 16, 2022.
- Plooto raised $20M (Series B) on December 14, 2022.
Who to call at Savvy, and when
A new round usually means Savvy is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Savvy raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Savvy, from your own LinkedIn network
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Fundz sees it the moment Savvy raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
Savvy raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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