Savvy Wealth

Raised $72M in a Series B round, announced 2 July 2025.

Total raised
$72M

Latest round Series BCountry United StatesSector Fintech

Round

$72MSeries B, 2 July 2025

Funds core technology, tech hiring and advisor recruitment.

Amount
$72M
Stage
Series B
Announced
2 July 2025
Lead
Industry Ventures
Other investors
Vestigo Ventures, Euclidean Capital, Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures
Use of funds
Funds core technology, tech hiring and advisor recruitment.
Checked
Announced by the company
Sources
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice - Busi businesswire.com
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice businesswire.com
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice - Busi alleywatch.com
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Company

Digital platform and RIA for independent financial advisors

Based in
New York, United States
Sector
Fintech
Website
savvywealth.com ↗

Links

Website
savvywealth.com ↗

Questions

How much has Savvy Wealth raised?

Savvy Wealth raised $72M in a Series B round, announced on 2 July 2025.

Who invested in Savvy Wealth?

Industry Ventures led. Investors include Industry Ventures, Vestigo Ventures, Euclidean Capital, Canvas Ventures, Thrive Capital and The House Fund.