Savvy Wealth: Series C

The business

Savvy Wealth combines technology with wealth-management services to help financial advisors run and grow their practices. Its digital-first platform supports advisors serving modern professionals, bringing client relationships and advisory work into a technology-enabled operating model. The company’s model is designed to give advisors tools and operational support while maintaining a personal relationship with the households they serve.

Funding history

Oct 6, 2026Series C · This round$100M

Sep 9, 2026Series C$100M

Sources

Savvy Wealth has raised $100 Million in New Series C Fundingintelligence360.news · Oct 6, 2026

Similar rounds

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Capitolis

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The business

Funding history

Sources

Similar rounds

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