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Lodge
Savvy Wealth
start up
United States
- New York, New York
- 11/11/2022
- Series A
- $11,000,000
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.
- Industry Financial Services
- Website https://www.savvywealth.com/
- LinkedIn https://www.linkedin.com/company/savvywealth/
Related People
Ritik MalhotraCo Founder
United States -
New York City Metropolitan Area
two startups acquired, yc alum, angel in 20+ startups, always building things
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