Certified by Founder Lodge
Savvy Wealth
United States - New York, New York
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1 Disclosed Funding Rounds $11,000,000
0 Participating Investments
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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 — qua
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| November, 11 ,2022 | Series A | $11,000,000 | |
| July, 04 ,2025 | Series B | $72,000,000.00 |
Index Ventures
The House Fund
Thrive Capital
Brewer Lane Ventures
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Scispot | $8,000,000 | (Jun 5, 2026)
Forage | $40,000,000 | (Jun 5, 2026)
ZutaCore | $100,000,000 | (Jun 5, 2026)
Quobly | $133,545,475 | (Jun 5, 2026)
Oak Hill Bio | $32,500,000 | (Jun 5, 2026)
