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
- 14
- Confirmed lead rounds
- 2 4 roles undisclosed
- New companies
- 12 First participation on record · 2 follow-on
- Funding in participating rounds
- $1.6B 14 disclosed · full round size, not this investor’s share
By stage
By primary sector
1 more
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Rounds
14 in this selectionTokenized money-market infrastructure that gives businesses and investors access to cash yield.
AI 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.
Nomos supplies energy products through partner brands and runs the regulated electricity operations behind them.
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
Provides enterprise AI agent platform for automating workflows and customer service
Develops a personal AI assistant that carries out everyday tasks through text and phone calls.
Wordsmith provides a secure AI workplace that helps in-house legal teams work with AI on their legal matters.
Intelligence builds AI evaluation products, including Design Arena, where people compare generated designs and provide preference feedback.
Simulated users for marketing and product research
Research lab developing intuitive interfaces for robots