Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
Savvy Wealth has raised $100.0M in total funding. The most recent round was Series C. The last funding was announced in September 2026.
Savvy Wealth's investors include BoxGroup, Alumni Ventures, Index Ventures, A*, Thrive Capital.
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 C stage.
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"Savvy Wealth — Funding & Investors." VCBacked, September 9, 2026, https://www.vcbacked.co/company/savvy-wealth-new-york. Accessed October 6, 2026.
VCBacked. (2026). Savvy Wealth — Funding & Investors. Retrieved October 6, 2026, from https://www.vcbacked.co/company/savvy-wealth-new-york
{{cite web |title=Savvy Wealth — Funding & Investors |url=https://www.vcbacked.co/company/savvy-wealth-new-york |website=VCBacked |access-date=October 6, 2026}}Profile data sourced and verified per the VCbacked methodology · Last funding round dated