# Savvy Wealth

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/savvy-wealth

- Industry: Financial Services
- Headquarters: New York, US
- Website: www.savvywealth.com
- Total disclosed funding: $286M
- Latest round: Series C (Oct 28, 2026)
- Investors on record: 25

## About

Based in New York, US, and founded in 2021 by its CEO, Ritik Malhotra, and co-founder, Muller Zhang, Savvy Wealth, Inc., offers a tech-enabled wealth management platform for enterprises that facilitates automation of wealth advice and decisions. In August 2024, Savvy Wealth, Inc. raised USD 15.5 million in series A funding led by new investor Canvas Ventures, with participation from returning investors Thrive Capital, Brewer Lane Ventures, Index Ventures, The House Fund, and Alumni Ventures Group. In September 2026, Savvy Wealth Inc raised USD 100 million in series C funding led by The Halo Fund Management Company, with participation from Alumni Ventures Group, Canvas Prime, Euclidean Capital, Index Ventures, Industry Ventures, The House Fund, Thrive Capital, and Vestigo Ventures. 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. The company plans to use the September 2026 funding to expand its advisor platform, add more advisor services, and hire technical staff to support product development.

## Funding rounds

- Series C, Oct 28, 2026, $100M — Thrive Capital, Index Ventures, Canvas Prime, Euclidean Capital, Industry Ventures, The Halo Fund, The House Fund, Allianz Life Ventures, Vestigo Ventures, Alumni Ventures
- Series C, Sep 9, 2026, $100M — Index Ventures, Industry Ventures, The Halo Fund Management Company, Thrive Capital, Alumni Ventures Group, Canvas Prime, Euclidean Capital, Vestigo Ventures, The House Fund
- Series B, Jul 2, 2025, $52M — Industry Ventures, Thrive Capital, Canvas Prime, Euclidean Capital, Vestigo Ventures, The House Fund, Brewer Lane Ventures
- Series A, Aug 5, 2024, $16M — Index Ventures, Thrive Capital, Alumni Ventures Group, Canvas Prime, The House Fund, Brewer Lane Ventures
- Series A, Nov 10, 2022, $11M — Index Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures
- Seed, Feb 24, 2022, $7.3M — Index Ventures, Thrive Capital, Instacart, BoxGroup, Global Founders Capital, Figma, Inc., Plaid Inc., Epiq Capital, Jordan Park, OpenDoor Venture Capital, Operator Partners, Newfront Insurance, Inc., A-Star Partners, Flexport, Inc

## Investors

- Index Ventures (https://capitalatlas.ai/funds/index-ventures) — Seed, Series A, Series C
- Thrive Capital (https://capitalatlas.ai/funds/thrive-capital) — Seed, Series A, Series B, Series C
- Instacart — Seed
- BoxGroup (https://capitalatlas.ai/funds/boxgroup) — Seed
- Global Founders Capital (https://capitalatlas.ai/funds/global-founders-capital) — Seed
- Figma, Inc. — Seed
- Plaid Inc. — Seed
- Epiq Capital (https://capitalatlas.ai/funds/epiq-capital) — Seed
- Jordan Park (https://capitalatlas.ai/funds/jordan-park) — Seed
- OpenDoor Venture Capital (https://capitalatlas.ai/funds/opendoor-venture-capital) — Seed
- Operator Partners — Seed
- Newfront Insurance, Inc. — Seed
- A-Star Partners (https://capitalatlas.ai/funds/a-star-partners) — Seed
- Flexport, Inc — Seed
- The House Fund (https://capitalatlas.ai/funds/the-house-fund) — Series A, Series B, Series C
- Brewer Lane Ventures (https://capitalatlas.ai/funds/brewer-lane-ventures) — Series A, Series B
- Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Series A, Series C
- Canvas Prime (https://capitalatlas.ai/funds/canvas-prime) — Series A, Series B, Series C
- Industry Ventures (https://capitalatlas.ai/funds/industry-ventures) — Series B, Series C
- Euclidean Capital — Series B, Series C
- Vestigo Ventures (https://capitalatlas.ai/funds/vestigo-ventures) — Series B, Series C
- The Halo Fund Management Company (https://capitalatlas.ai/funds/the-halo-fund-management-company) — Series C
- The Halo Fund — Series C
- Allianz Life Ventures (https://capitalatlas.ai/funds/allianz-life-ventures) — Series C
- Alumni Ventures — Series C