companies / savvywealth-com
Generated UTC · publication cutoff 2026-11-09
Insufficient cited evidence for a two-sentence summary.
verified=2026-05-07 json
| total_raised | 93,000,00093.0M | ○ |
|---|---|---|
| founded | 2021 | |
| hq | New York USA | |
| industry | unknown | |
| stage | series-b+ |
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.
No cited completed company acquisition recorded.
Dated disclosures. Customer relationships and classifications are historical; ARR is separate from revenue.
No cited disclosure recorded: named customer, disclosed revenue, ARR, count, B2B / B2C, sector, go-to-market.
No cited valuation with an explicit basis is recorded.
Historical post-money / actual annual or stated TTM revenue. Same currency; economic valuation date within 90 days of revenue period end, inclusive. No FX, ARR, annualized revenue, estimates or projections. Conflicts and ambiguous ties are withheld.
No qualifying pair recorded.
| date | type | amount | lead | src |
|---|---|---|---|---|
| 2025-07-01 | series-b | 72,000,00072.0M | null | ○ |
Cloudflare, Lightbox, Reddit, Google Font API, Google Hosted Libraries, Google Tag Manager, jsDelivr, DoubleClick Floodlight, HubSpot, cdnjs, WordPress, Python
| fact | status | src |
|---|---|---|
| Series B, $72.0M | attributed | ○ |
| existence | self-reported | WEB |
| description | self-reported | WEB |