Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
Savvy Wealth has raised $72.0M in total funding. The most recent round was Series B. The last funding was announced in July 2025.
Savvy Wealth's investors include BoxGroup, Alumni Ventures, Thrive Capital, Index Ventures, Industry Ventures.
Savvy Wealth is headquartered in New York, United States.
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
Savvy Wealth is at the Series B stage.
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"Savvy Wealth — Funding & Investors." VCBacked, July 2, 2025, https://www.vcbacked.co/company/savvy-wealth. Accessed July 18, 2026.
VCBacked. (2025). Savvy Wealth — Funding & Investors. Retrieved July 18, 2026, from https://www.vcbacked.co/company/savvy-wealth
{{cite web |title=Savvy Wealth — Funding & Investors |url=https://www.vcbacked.co/company/savvy-wealth |website=VCBacked |access-date=July 18, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated