Savvy Wealth

Savvy Wealth is a digital-first platform for financial advisors focused on modernizing human financial advice using AI-powered technology. It offers an integrated platform with tools to streamline operations, boost organic growth, and improve client relationships, allowing advisors to focus on high-value activities. This results in increased efficiency and scalability for independent advisors.

Buy Funded Startups lists

Funding Round: Series A

Funding Amount: $26.5M

Date: 05-Aug-2024

Investors: Canvas Ventures, Thrive Capital, Brewer Lane Ventures, Index Ventures, The House Fund, Alumni Ventures

Markets: Fintech, AI, Wealth Management

HQ: New York, New York, United States

Founded: 2021

Website: https://savvywealth.com/

LinkedIn: https://www.linkedin.com/company/savvywealth/

Twitter: https://twitter.com/savvywealthinc

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