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