Round Type
Seed
New YorkSoftwareFinanceFintechDescription
Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing, announced today that it closed on $7.3M in seed funding co-led by Index Ventures and Thrive Capital. Additional investors in the round include the founders of ICONIQ, Plaid, Instacart, Figma, Opendoor, Flexport, Newfront, and EPIQ, as well as Jordan Park, A* Capital, Box Group, Operator Partners, GFC, and more.
Quick answer
Savvy Wealth raised an undisclosed amount in a Seed round, dated February 24, 2022. Savvy Wealth is based in New York, New York, United States.
- How much did Savvy Wealth raise?
- Savvy Wealth raised an undisclosed amount in a Seed round on February 24, 2022.
- 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.
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.
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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
Savvy Wealth 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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