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pc:savvy

Savvy Wealth

Asset Management
Savvy Wealth is a digital-first platform designed for financial advisors, focusing on modernizing human financial advice through an integrated technology platform. The company empowers advisors by providing tools for organic growth, enhanced software, and sales and marketing automation, enabling them to scale revenue and dedicate more time to client relationships. Savvy Wealth offers a range of services, including personalized investment management, alternatives and thematic strategies, financial planning, and tax optimization, tailored to meet the complex needs of high-net-worth clients.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―
Estimated Valuation―
Total Amount Raised$172M
Total Amount Raised$172M
Total Funding Rounds2
Total Funding Rounds2
Latest Funding Amount$100M
Latest Funding Amount$100M
Latest Funding RoundSeries C
Latest Funding RoundSeries C
Post-Money Valuation―
Post-Money Valuation―

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Sep 11, 2026
Series C
$100.00M
―
Sep 23, 2025
Series B
$72.00M
―

Investors

Investor Name
Funding Round
Halo Fund
Series C
Thrive Capital
Series C
Industry Ventures
Series C
Canvas Prime
Series C
Index Ventures
Series C
Euclidean Capital
Series C
Alumni Ventures
Series C
Vestigo Ventures
Series C

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