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 selectionSeries C+
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
- 5
- Confirmed lead rounds
- 0 3 roles undisclosed
- New companies
- 4 First participation on record · 1 follow-on
- Funding in participating rounds
- $526M 5 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
5 in this selectionSavvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantHopscotch Primary Care
Technology-enabled primary care model serving rural communities in the Southeast US
$53MSeries D
Role not disclosedFrore Systems
Develops advanced thermal cooling technologies for AI data centers and edge devices
$143MSeries D
Role not disclosedDeepgram
Deepgram provides real-time voice APIs for speech recognition, speech synthesis and voice AI applications.
$130MSeries C
Role not disclosed