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
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ZincFive, Inc. | $30,000,000 | (Dec 5, 2025)
imper.ai | $28,000,000 | (Dec 5, 2025)
SPhotonix Inc | $4,500,000 | (Dec 5, 2025)
Brevo | $582,532,500 | (Dec 5, 2025)
