Savvy Wealth
Last verified 2026-05-07. JSON
The funding figures on this page are attributed, not sourced: a publisher is on record but no document URL is. How we mark provenance.
| Total raised | $93.0Mattributed |
|---|---|
| Latest round | series-b, $72.0M, 2025-07-01attributed |
| Founded | 2021 |
| Headquarters | New York USA |
| Industry | fintech |
| Stage | series-b+ |
| Website | savvywealth.com |
Savvy is an SEC-registered RIA combining human advisors with a proprietary tech platform, custodying assets at Fidelity and Schwab while delivering planning, tax optimization, retirement, estate planning, and direct indexing. It serves HNW families and business owners. Advisor matching by specialty plus consolidated dashboards distinguish it from wirehouses.
Funding rounds
| Date | Round | Amount | Lead |
|---|---|---|---|
| 2025-07-01 | series-b | $72.0M | undisclosed |
Detected tech stack
Cloudflare, Lightbox, Reddit, Google Font API, Google Hosted Libraries, Google Tag Manager, jsDelivr, DoubleClick Floodlight, HubSpot, cdnjs, WordPress, Python
Provenance
| Fact | Status | Basis |
|---|---|---|
| Series B, $72.0M | attributed | crunchbase named as publisher. No document URL on file. |
| Total raised $93.0M | attributed | crunchbase named as publisher. No document URL on file. |
| Company existence | self-reported | savvywealth.com, read 2026-05-07 |
| Description | self-reported | savvywealth.com, read 2026-05-07 |
Nothing on this page is sourced yet. A sourced fact links to a document that states it.
Change history
No change recorded since records began on 2026-09-24.