Savvy Wealth
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
41 E 11th St Fl 2, New York, New York, 1...Website
www.savvywealth.comRevenue
$100 MillionIndustry
ZI Rank: 4
Signal Type
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ZI Rank
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About Savvy Wealth
Savvy Wealth provides an AI-native platform designed to help independent financial advisors scale their practices. The solution features Savvy Intelligence, an AI-powered operating environment that runs AI agents for each advisor on a unified data layer spanning CRM, investments, tax, and planning, alongside centralized investment management through Savvy Wealth Investment Management (SWIM) and in-house compliance, marketing, and client servicing support.Explore more
Savvy Wealth Org Chart
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Savvy Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Savvy Wealth financials insights
Gather financial insights about Savvy Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Angel/Seed
$7.3M
2024
Series A
$25.6M
2025
Series B
$72M
2026
Series C
$100M
Savvy Wealth Tech Stack
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Savvy Wealth News & Media
Savvy Wealth Appoints Anshul Sharma as CIO as Firm Surpasses $3 Billion in AUM - Yahoo Finance
NEW YORK, September 23, 2025--Savvy Wealth ("Savvy") announced the appointment of Anshul Sharma as chief investment officer ("CIO").Industry Ventures Leads $72M Series B for Savvy Wealth | citybiz
Savvy Wealth, a New York-based platform for financial advisors, has raised $72 million in a Series B round led by Industry Ventures—bringing its total funding to over $100 million—as it accelerates growth, expands its advisor network, and deepens AI integration across its tech stack.Savvy Wealth Hires Former Pathstone General Counsel as First Head of Legal & Compliance
NEW YORK--(BUSINESS WIRE)-- #financialadvice--Savvy Wealth Inc. names Lisandra Wilmott as the firm's first head of legal & compliance to lead compliance initiatives and build out legal workflows.Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals
NEW YORK--(BUSINESS WIRE)-- #financialadvice--Savvy Advisors Inc. announces the addition of five financial advisors, expanding its team to more than 50 financial planners and wealth managers.
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Savvy Wealth provides an AI-native platform designed to help independent financial advisors scale their practices. The solution features Savvy Intelligence, an AI-powered operating environment that runs AI agents for each advisor on a unified data layer spanning CRM, investments, tax, and planning, alongside centralized investment management throug... Read More
