Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
Index Ventures
Activity from announced rounds
- Rounds participated in
- 5
- Confirmed lead rounds
- 0 1 roles undisclosed
- New companies
- 4 First participation on record · 1 follow-on
- Funding in participating rounds
- $245M 5 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
5 in this selectionAI operators monitor business KPIs and take action to protect revenue or find growth opportunities.
An agentic risk and compliance platform that helps financial institutions investigate cases and run KYC, sanctions and monitoring policies with an auditable record.
A health-benefits platform that lets employers set healthcare budgets while employees choose insurance and eligible care to fit their needs.
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.