The round was led by Industry Ventures, a venture capital firm focused on private technology investments with over $8 billion in committed capital. The round attracted new investors Vestigo Ventures-a venture capital firm founded by former LPL Financial CEO and Chairman Mark Casady, who joins Savvy's Board of Directors-and Euclidean Capital. Existing investors Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures and former Focus Financial executive Vamsi Yadlapati also participated. This latest infusion of capital brings Savvy to over $100 million in total funding.

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.