Savvy Wealth
New York
About Savvy Wealth
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors centered around optimizing human financial advice. With this platform, financial advisors utilize its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $105.8M
- Funding stage: Early Stage Venture
- Last round: Series B (Jul 2025)
- Website: savvywealth.com
- Phone: [email protected]
Industries & Categories
Financial Services, FinTech, Information Technology, Personal Finance, Wealth Management
Social Profiles
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