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Savvy Wealth

Asset Management

Savvy Wealth is a digital-first platform designed for financial advisors, focusing on modernizing human financial advice through an integrated technology platform. The company empowers advisors by providing tools for organic growth, enhanced software, and sales and marketing automation, enabling them to scale revenue and dedicate more time to client relationships. Savvy Wealth offers a range of services, including personalized investment management, alternatives and thematic strategies, financial planning, and tax optimization, tailored to meet the complex needs of high-net-worth clients.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation―

Estimated Valuation―

Total Amount Raised$72M

Total Amount Raised$72M

Total Funding Rounds1

Total Funding Rounds1

Latest Funding Amount$72M

Latest Funding Amount$72M

Latest Funding RoundSeries B

Latest Funding RoundSeries B

Post-Money Valuation―

Post-Money Valuation―

Funding Round

Sep 23, 2025

Series B

$72.00M

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Related News and Analysis

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