Savvy Wealth

About

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software.

New York,New York,United States
https://savvywealth.com/

Highlights

Details

Last Funding Type: Series A
Last Funding Money Raised: $11M
Industries: Financial Services,FinTech,Information and Communications Technology (ICT),Software,Wealth Management
Founded date: Jan 1, 2021
Operating Status: Active
Legal Name: Savvy Wealth, Inc

Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.

Funding Rounds

Number of Funding Rounds

Total Funding Amount

2

$18.30M

Savvy Wealth has raised a total of $18.30M in funding over 2 rounds. Their latest funding was raised on Nov 10, 2022 from a Series A round.

Announced Date	Round	Money Raised	Number of Investors	Lead Investors	Post Valuation
Nov 10, 2022	Series A	$11M	5	The House Fund	—	Detail
Feb 24, 2022	Seed	$7.30M	7	Index Ventures Thrive Capital	—	Detail

Investors

Number of Lead Investors

Number of Investors

3

9

Savvy Wealth is funded by 9 investors. The House Fund and Brewer Lane Ventures are the most recent investors.

Investor Name	Lead Investor	Funding Round
The House Fund	Yes	Series A
Brewer Lane Ventures	—	Series A
Index Ventures	—	Series A
Jordan Park	—	Series A
Thrive Capital	—	Series A
A* Capital	—	Seed
BoxGroup	—	Seed
Global Founders Capital	—	Seed
Operator Partners	—	Seed