Savvy Wealth

investment firm

About

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

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

Employee Profiles

Number of Employee Profiles
2
Savvy Wealth has 2 current employee profiles, including Executive Ritik Malhotra
Executive
Employee