Savvy Wealth is a technology company.
Savvy Wealth has raised $106.0M across 4 funding rounds.
Savvy Wealth has raised $106.0M in total across 4 funding rounds.
Savvy Wealth is a technology company that provides a digital-first platform for financial advisors, modernizing human financial advice through AI-powered tools, automation, and integrated services.[1][3][5] It empowers independent advisors to scale their practices by handling back-office workflows, CRM, marketing, client onboarding, and financial planning, while allowing them to focus on client relationships and revenue growth.[1][3][4] The platform serves financial advisors and their clients—primarily high-net-worth individuals seeking personalized fiduciary advice on investments, retirement, taxes, estate planning, and small business guidance—partnering with custodians like Charles Schwab for secure asset management.[2][4]
Founded in 2021, Savvy has shown strong growth: it raised Series A in 2022, expanded its U.S. advisor network by 2023, earned recognition as a top-growing platform in 2024, and secured Series B funding in 2025 to fuel further expansion, achieving over 700% growth in the prior 12 months.[1][3]
Savvy Wealth was founded in 2021 by a team of former founders and operators with experience starting and selling companies, plus building tech giants like Airbnb, Square, Robinhood, Facebook, and others.[1][3] The idea emerged from the gap between wealth management's purpose—delivering purposeful financial advice—and its outdated realities, aiming to blend technology, creativity, and human expertise to redefine the industry.[1]
Key early milestones include launching the first advisor cohort post-Series A in 2022, rolling out real-time financial tools and U.S. network expansion in 2023, rapid growth recognition in 2024, and Series B funding in 2025 to accelerate advisor onboarding and platform innovation.[1] CEO-led vision emphasizes amplifying human connection, with CTO Eric Hurkman (ex-Carta, Robinhood acquisitions) driving AI integration.[1][6]
Savvy Wealth rides the fintech wave of hybrid wealth management, merging digital efficiency with human fiduciary advice amid rising demand for personalized, tech-enhanced services post-robo-advisor era.[1][2][3] Timing aligns with AI maturation in finance, regulatory pushes for fiduciary standards, and advisors' shift from legacy systems to scalable platforms, fueled by aging populations needing retirement/estate planning.[2][4][6]
Market forces like custodian integrations (e.g., Schwab) and alternatives/direct indexing favor Savvy, enabling advisors to compete with wirehouses while serving HNW clients avoiding DIY tools.[2][4] It influences the ecosystem by onboarding independent advisors en masse, standardizing tech-driven practices, and setting benchmarks for AI-human synergy in a $100T+ wealth industry.[1][3][5]
Savvy Wealth is poised for explosive scaling post-Series B, targeting advisor network expansion, deeper AI features (e.g., predictive analytics, hyper-personalized planning), and potential RIA aggregator status.[1][3][6] Trends like AI democratization, regulatory tech mandates, and HNW wealth transfers ($84T by 2045) will propel it, alongside fintech consolidation.
Its influence may evolve into a dominant platform for 10,000+ advisors, blending tech scale with human trust—ultimately modernizing an industry long ripe for disruption, as its 700% growth trajectory signals.[3]
Savvy Wealth has raised $106.0M in total across 4 funding rounds.
Savvy Wealth's investors include Alumni Ventures, Canvas Ventures, Chemistry VC, Collab+Currency, Foundation Capital, Founder Collective, Industry Ventures, North Island Ventures, Rock Ventures, The House Fund, Third Prime, Thrive Capital.
Savvy Wealth has raised $106.0M across 4 funding rounds. Most recently, it raised $72.0M Series B in July 2025.