Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
AV
Alumni Ventures
Activity from announced rounds
Activity in this selectionUnited States · Oct 14, 2026 · Sep 15, 2026
- Rounds participated in
- 5
- Confirmed lead rounds
- 0 All roles disclosed
- New companies
- 4 First participation on record · 1 follow-on
- Funding in participating rounds
- $209.5M 5 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
5 in this selectionSavvy Wealth
$100MSeries C
ParticipantMona
Helps small businesses find grants, loans and government funding, prepare applications and access financial coaching.
$3.5MOversubscribed round
ParticipantFootprint
An agentic risk and compliance platform that helps financial institutions investigate cases and run KYC, sanctions and monitoring policies with an auditable record.
$25MSeries B
ParticipantTeRAM
A semiconductor company developing custom three-dimensional SRAM memory to increase bandwidth and capacity for AI computing chips.
$37MFunding
ParticipantRegCell, Inc.
RegCell is developing cell therapies for autoimmune disease by epigenetically reprogramming pathogenic conventional T cells into stable regulatory T cells, aiming to restore immune tolerance without gene engineering; its platform is advancing toward clinical development.
$44MSeries A
Participant