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SavvyWealthInc

About SavvyWealthInc

Building an enduring AI-powered company focused on transforming the financial services industry.

Business Information
Target Customers
enterprise small and medium businesses individual consumers
Industry Categories
AI, ML, Gen AI Software Data, Analytics, Data Science
Business Model
Revenue Model SaaS
Pricing Strategy Tiered subscription
Sales Channels direct, online, partnerships
Funding Timeline
Round Date Amount Investors
Series B Jul 02, 2025 $72.0M IndustryVC, ThriveCapital, CanvasVC +4 more
Founders
R
RitikM

Founder & CEO

Investors
C
CanvasVC

Venture Capital

I
IndustryVC

Venture Capital

M
MSCasady

Venture Capital

T
TheHouseVC

Investor

T
ThriveCapital

Venture Capital

V
VestigoVentures

Venture Capital

i
induyryvc

Venture Capital

Recent Mentions
TheHouseVC
The House Fund @TheHouseVC
Jul 02, 2025

1/ @SavvyWealthInc has just raised a $72M Series B, including us and our friends at @IndustryVC, @ThriveCapital, @CanvasVC, & other top investors. We backed Savvy when it was just a bold idea from serial founder Berkeley alum @RitikM. https://t.co/3MVQrp7o4R

jfiance
Jeremy Fiance @jfiance
Jul 02, 2025

.@SavvyWealthInc raises $72M Series B 💸 📈 @RitikM is a generational founder, building an enduring AI-powered company @TheHouseVC is a proud first-round investor—and every round since https://t.co/1ljSCZ90w4

raisingfi
Raising.fi @raisingfi
Jul 02, 2025

New Raise 🏛️ Company: Savvy Wealth 🔗 Website: https://t.co/ynTZUh07Sz 📊 Amount: $72 Million 🔄 Round: Series B 🧮 Valuation: N/A ⚙️ Industry: Financial Services

StreetCred_PR
StreetCred PR @StreetCred_PR
Jul 02, 2025

💰NEWS: FUNDING💰 @SavvyWealthInc has successfully closed a $72 million Series B funding round, led by @induyryvc. The round attracted new investors @VestigoVentures—a venture capital firm founded by former LPL Financial CEO and Chairman @MSCasady, who joins Savvy’s Board of

jfiance
Jeremy Fiance @jfiance
Jul 03, 2025

i) @SavvyWealthInc just raised a $72M Series B including @IndustryVC, @ThriveCapital, @CanvasVC, & other top investors. https://t.co/0CVKOL4Mih

StreetCred_PR
StreetCred PR @StreetCred_PR
Jul 05, 2025

🔥 This week, @SavvyWealthInc, led by @RitikM, announced the successful closing of its $72 million Series B funding round, bringing the total amount raised by the firm to over $100 million. Ritik joined hosts @elenaspeaking and @jimmymoock in this episode of PRess Play: The https://t.co/6nzUWPdKcG