Fundz
Real-time · AI · Cross-signal

Savvy just raised. Here's exactly what to do next.

Who to reach, what to say, and why now — on Savvy, plus every funding round, exec hire, and M&A move that follows. Verified, ICP-ranked contacts on demand (email + mobile).

Used by professionals at BlackRock, Oracle, Kleiner Perkins, HubSpot, and other leading firms — built on 10 years of proprietary signal data.

Choose your planRequest a demo

Everyone else gives you a piece

✕Crunchbase & PitchBook list the company — No person, no timing, no opener.
✕ZoomInfo & Apollo sell you a contact — No trigger, no reason to reach out now.
✕LinkedIn Sales Navigator shows you people — No real-time signal, no opener.
✕Clay enriches lists you built — No live signal of its own, no who or when.
✕ChatGPT & gen-AI tools answer on a delay — No live data, no verified contact.
Who to contactWhat to sayWhen to reach outWhy now

Only Fundz delivers all four.

Savvy Raises Seed Funding To Build The Next Generation Wealth Management Firm

PRIVATEFeb 24, 2022•over 4 years ago

Round Type

seed

Description

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.

Company Information

Company

Savvy

About

Savvy is the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. Its team is dedicated to providing growth opportunities for wealth managers by building software that drives automation and efficiency so wealth managers can have greater bandwidth to focus on client services and growing revenue. Savvy was founded by Ritik Malhotra and Muller Zhang who bring over a decade of experience starting, growing, and selling technology companies. For more information, please visit https://www.savvywealth.com.

Predictive Intelligence
Strategic

ML-powered predictions for Savvy's next move

Learn about Strategic plan

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 FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies.

Watching Savvy? See every signal — funding, hires, M&A, contracts, sentiment.

Request a demoChoose your plan