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.
Amount Raised
$72 Million
Round Type
Series B
New YorkSoftwareFinanceFintechInvestors
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
Quick answer
Savvy Wealth raised $72 Million in a Series B round, dated July 2, 2025. Investors: Thrive Capital. Savvy Wealth is based in New York, New York, United States.
- How much did Savvy Wealth raise?
- Savvy Wealth raised $72 Million in a Series B round on July 2, 2025.
- Who invested in Savvy Wealth?
- Thrive Capital is 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.
Who to call at Savvy Wealth, and when
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- 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
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Funding Insights
What this usually meansSavvy 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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