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Savvy Wealth

Accounting/Finance Professional Services & B2B Marketplaces Software
Accounting/Finance Professional Services & B2B Marketplaces Software Show less
Accounting/Finance Professional Services & B2B Marketplaces +1
Accounting/Finance Professional Services & B2B Marketplaces Software Show less
Website LinkedIn San Francisco , California , USA
About Savvy Wealth

Savvy Wealth is a digital wealth management service designed for financial advisors, offering a technology-driven platform that modernizes human financial advice.

Business Information
Target Customers
financial advisors high net worth individuals
Industry Categories
Accounting/Finance Professional Services & B2B Marketplaces Software
Business Model
Revenue Model SaaS
Pricing Strategy Tiered subscription
Sales Channels direct, partnerships with financial institutions
Funding Timeline
Round Date Amount Investors
Series B Jul 06, 2025 $72.0M IndustryVC
Founders

No founder information available.

Investors
I
IndustryVC

Venture Capital

Recent Mentions
Techmeme
Techmeme @Techmeme
Jul 06, 2025

Savvy Wealth, a digital wealth management service for financial advisors, raised a $72M Series B led by Industry Ventures, taking its total funding to $100M+ (@ddjanowski / Wealth Management) https://t.co/D0PkJrI4SZ https://t.co/lPzJCrcwkl https://t.co/ZOzeer2dpR

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