Fundz
Real-time · AI · Cross-signal

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

Who to reach, what to say, and why now — on Savvy Wealth, 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 Wealth raised $72 million in Series B funding led by Industry Ventures to expand into acquiring smaller advisory firms and enhance operations with AI.

PRIVATEJul 02, 2025•11 months ago

Amount Raised

$72 Million

Round Type

SERIES B

New YorkSoftwareFinanceFintech

Description

Savvy Wealth, a New York-based wealth management startup, secured $72 million in in Series B funding. The investment values the company at $225 million and will be used to acquire smaller advisory firms and integrate artificial intelligence into its operations

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.

Predictive Intelligence
Strategic

ML-powered predictions for Savvy Wealth's next move

Learn about Strategic plan

Funding Insights

Based on industry data
Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.

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

Request a demoChoose your plan