Savvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantAV
Alumni Ventures
Activity from announced rounds
Activity in this selectionFintech
Alumni Ventures co-invests in startup rounds alongside an established lead investor. Its principal focus is pre-seed through Series B, with typical investments of $1 million to $3 million.
The firm generally joins on the lead investor’s terms, does not take a board seat and commits after a lead is secured. Founders do not need an alumni connection to qualify. This makes it a potential syndicate participant for a company that already has the core terms and leadership of its round in place.
Its platform team works on introductions to customers, hires and subsequent investors. Founders can request help through their investment team or the AVP Hub, including access to the firm’s alumni networks and commercial resources.
Sources
- Rounds participated in
- 12
- Confirmed lead rounds
- 0 7 roles undisclosed
- New companies
- 11 First participation on record · 1 follow-on
- Funding in participating rounds
- $1.1B 12 disclosed · full round size, not this investor’s share
By stage
1 more
Undisclosed1
By primary sector
By country
Rounds
12 in this selectionMona
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
ParticipantSavvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantAqua
Aqua gives wealth managers and fund sponsors one platform to launch and manage alternative investments.
$15MSeries A
ParticipantDigital Asset
Digital Asset builds Canton, a privacy-enabled blockchain for regulated finance
$355MGrowth
Role not disclosedCorgi
Provides full-stack insurance platform for commercial insurance infrastructure
$160MSeries B
Role not disclosedWealth.com
Provides AI-powered estate and tax planning platform for wealth management firms
$65MSeries B
Role not disclosedBluesky
Develops decentralized social media platform
$100MSeries B
Role not disclosedRenoFi
Provides AI-enabled renovation financing platform for homeowners
$22MSeries B
Role not disclosedFormulary Financial
Provides AI-based fund-administration services for private equity and growth equity firms.
$4.6MSeed
Role not disclosedCorgi Insurance
Provides AI-native, full-stack insurance for startups
$108MSeries A
Role not disclosed