Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients to deliver better outcomes.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 08/06/24 | $26,500,000 | Series A |
Alumni Ventures Group Brewer Lane Ventures Canvas Ventures  Index Ventures The House Fund Thrive Capital | undisclosed |
