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United States · Fintech · AI · Enterprise software
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
Savvy Wealth combines a registered investment adviser network with software and operational support for independent financial advisors. Its platform brings client investments, tax information, financial plans and relationship records into a shared workspace, alongside tools for onboarding, compliance, marketing and investment management.
Savvy Intelligence runs AI agents over that unified client data to help advisors prepare for meetings and model financial scenarios. The financial-planning agent is available, while broader monitoring and prioritization features remain in development; advisors join Savvy's RIA platform to use the tools within their practices.
| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series C | $100M | Halo Fund — LeadAlumni Ventures — ParticipantCanvas Prime — ParticipantEuclidean Capital — ParticipantHouse Fund — ParticipantIndex Ventures — ParticipantIndustry Ventures — ParticipantThrive Capital — ParticipantVestigo Ventures — Participant |