Savvy
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 51-200 Employees
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Overview
Headquarters
36 E 12th St Fl 2, New York City, New Yo...Website
www.savvywealth.comRevenue
$77.3 MillionIndustry
ZI Rank: 4
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About Savvy
Savvy is a technology-driven wealth management firm that offers personalized financial planning and investment management services to high net worth individuals. Their experienced advisors create tailored financial roadmaps to help clients grow and protect their assets, ensuring a secure financial future. With a focus on customization, Savvy provides a comprehensive dashboard for clients to track their investments and financial goals in one place. The firm is committed to acting in the best interest of its clients, utilizing advanced technology to enhance the wealth management experience.Explore more
Savvy Org Chart
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Savvy is experiencing very low activity levels compared to other companies in the Finance sector.
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Savvy financials insights
Gather financial insights about Savvy, 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
Savvy Tech Stack
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Savvy News & Media
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.Savvy Wealth Appoints Former Carta Fintech Software Leader Eric Hurkman as Chief Technology Officer
NEW YORK--(BUSINESS WIRE)-- #financialadvice--Savvy Wealth Inc., a digital-first platform for financial advisors centered around modernizing human financial advice, today welcomes Eric Hurkman as its first chief technology officer (CTO). Hurkman joins Savvy Wealth to lead the continued evolution of its artificial intelligence (AI)-powered technology platform, which powers the growth of independent advisors and advisory teams and helps them serve the comprehensive needs of high-net-worth clients.
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Savvy is a technology-driven wealth management firm that offers personalized financial planning and investment management services to high net worth individuals. Their experienced advisors create tailored financial roadmaps to help clients grow and protect their assets, ensuring a secure financial future. With a focus on customization, Savvy provid... Read More
