Savvy Wealth: Valuation, Funding & Investors
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
Latest Estimated Valuation
- Total Amount Raised
- $172M
- Total Funding Rounds
- 2
- Latest Funding Amount
- $100M
- Latest Funding Round
- Series C
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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