Savvy Wealth
savvywealth.com
Financial ServicesAI
Savvy Wealth provides a wealth management platform tailored for independent financial advisors, offering operational, compliance, technology, and marketing support. The platform helps advisors manage assets efficiently, enhancing client relationships and portfolio growth.
Founded
2021
Total Funding
$100M+
Total Rounds
5
First Raise
Feb 25, 2022
Latest Raise
Sep 9, 2026
Get notified when Savvy Wealth and companies like it raise
New funding rounds in your inbox every week 路 No noise, all Signal.
Organization Chart
Founders and leadership hierarchy for this company.
Contact details require Sales or Enterprise
Open Roles
Loading open roles...
All Funding Rounds
Showing 1 of 5 rounds
| Date | Deal Type | Amount | Lead Investor |
|---|---|---|---|
| 9/9/2026 | |||
4 more funding rounds available
Upgrade to Premium to view all historical funding rounds
Company Performance Metrics
Premium Feature
Upgrade to Premium to view Capital Momentum Score and performance metrics
Savvy Wealth 路 Never miss the next round
Who's raising next?
New funding rounds in your inbox every week 路 Free