Content
08/06/2024
New York, NY USA
Savvy Wealth
completed $26.5 million Series A Round funding. Investors include
Canvas Prime (lead), Alumni Ventures, Brewer Lane Ventures, Index Ventures, The House Fund, Thrive Capital.
About
Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
Startup
Sector:
Fintech
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