Savvy Wealth
Latest round
- Series C
Last raised
- Oct 2026
Total raised
- $286M
Investors
- 25
About Savvy Wealth
, offers a tech-enabled wealth management platform for enterprises that facilitates automation of wealth advice and decisions. In August 2024, Savvy Wealth, Inc. Savvy Wealth, Inc. offers financial planning, portfolio management, concentrated stock management, alternative investment opportunities, credit management, insurance, crypto investments, tax planning and strategy, trust and estate planning, and tax filing. It also offers liquidity event planning, option exercising plans, crypto investment management, access to private market investments, private placement life insurance, and deal evaluation for venture investment opportunities. The company's client base includes Facebook, Airbnb, Brex, and LinkedIn.
Who invested in Savvy Wealth
25 investors across 6 rounds
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Questions about Savvy Wealth
Who invested in Savvy Wealth?
Savvy Wealth has 25 investors on record across 6 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Savvy Wealth raised?
Savvy Wealth has raised 6 venture rounds. Sign up free to see how much each round raised and the total.
When did Savvy Wealth last raise money?
Savvy Wealth's most recent round on record is a Series C, in Oct 2026.
What does Savvy Wealth do?
, offers a tech-enabled wealth management platform for enterprises that facilitates automation of wealth advice and decisions.
Where is Savvy Wealth headquartered?
Savvy Wealth is headquartered in New York, US.
Which VCs invest in companies like Savvy Wealth?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Savvy Wealth's stage. Their profiles are linked below.
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