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.
Free to use in articles, research, and reference works. Stable URL — will not change. Data on this page last updated .
"Savvy Wealth — Funding & Investors." VCBacked, July 2, 2025, https://www.vcbacked.co/company/savvy-wealth. Accessed September 2, 2026.
VCBacked. (2025). Savvy Wealth — Funding & Investors. Retrieved September 2, 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=September 2, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated