Savvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantIV
Index Ventures
Activity from announced rounds
Activity in this selectionUnited States · Oct 9, 2026 · Jul 12, 2026
Index Ventures invests across technology sectors from seed through venture and growth, with teams in San Francisco, New York and London.
The firm publishes practical research for founders through Index Press. Its resources address three distinct scaling decisions: structuring employee stock options, building an organisation as headcount expands and entering the US market.
OptionPlan, TeamPlan and ExpansionPlan accompany the research with planning tools. These resources are particularly useful when fundraising is tied to hiring, opening a US operation or redesigning compensation as a company moves beyond its founding team.
- Rounds participated in
- 14
- Confirmed lead rounds
- 1 8 roles undisclosed
- New companies
- 13 First participation on record · 1 follow-on
- Funding in participating rounds
- $2.9B 14 disclosed · full round size, not this investor’s share
By stage
1 more
Series A1
By primary sector
2 more
Defense tech1
Robotics1
By country
Rounds
14 in this selectionAugmeta
AI operators monitor business KPIs and take action to protect revenue or find growth opportunities.
$3MSeed
ParticipantAndo
Ando provides team messaging where people and AI agents share conversations and working context.
$20MCombined pre-seed and seed
LeadFootprint
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
ParticipantThatch
A health-benefits platform that lets employers set healthcare budgets while employees choose insurance and eligible care to fit their needs.
$108MNew funding
ParticipantFerry Health
Ferry is an AI healthcare-navigation assistant that helps patients find suitable in-network providers and schedule care. It handles the back-and-forth by checking specialty and location fit, contacting provider offices by phone and completing appointment booking by text; it reaches patients through partnerships with health systems and insurers.
$9MSeed
Role not disclosedSavvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantInstinct
Develops a personal AI assistant that carries out everyday tasks through text and phone calls.
$250MSeries B
Role not disclosedSimile
Simulated users for marketing and product research
$200MSeries B
Role not disclosedEnigma
Research lab developing intuitive interfaces for robots
$71MSeed
Role not disclosedFireworks
Platform for specialized intelligence enabling companies to train and serve custom models
$1.5BSeries D
Role not disclosedFeathery
AI operating and decisioning system for financial services
$30MSeries A
Role not disclosedBRINC
BRINC is an American developer of technology in the service of public safety
$125MGrowth
Role not disclosedChai Discovery
Building AI models to accelerate pre-clinical drug discovery
$400MSeries C
Role not disclosed