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Companies › Savvy Wealth
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Savvy Wealth

New York, US · ≈200 employees · Public Finance Activities · Crunchbase rank #3,654 · savvywealth.com

Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors centered around optimizing human financial advice. With this platform, financial advisors utilize its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.

Artificial Intelligence (AI)Financial ServicesFinTechWealth Management
Also: financial planning · estate planning · tax planning · family office · ria · investment management · trust estate · alternative investments · retirement planning · foundations endowments · investment services · 401k for businesses

Funding

1
Every round, secondary, debt facility or acquisition involving Savvy Wealth that AI Lounge tracks, newest first. Latest: Series C on Sep 9, 2026.
Savvy Wealth logo
Savvy Wealthdetails →Series CSep 9
Investors not disclosed · Financial Services
$100M

Timeline · 2

Sep 9, 2026
Round
Series C · $100M
Sep 9, 2026
Deal
Savvy Wealth raises $100M Series C · Crunchbase

In the news

1
Savvy Wealth raises $100M Series C2026-09-09
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