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 selectionFintech
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
- 17
- Confirmed lead rounds
- 2 8 roles undisclosed
- New companies
- 14 First participation on record · 3 follow-on
- Funding in participating rounds
- $1.9B 17 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
17 in this selectionSpiko
Tokenized money-market infrastructure that gives businesses and investors access to cash yield.
$90MSeries B
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
ParticipantThatch
A health-benefits platform that lets employers set healthcare budgets while employees choose insurance and eligible care to fit their needs.
$108MNew funding
ParticipantSavvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantFeathery
AI operating and decisioning system for financial services
$30MSeries A
Role not disclosedAlan
Alan combines health insurance, preventive services and access to care in a digital platform for employers and members.
€480MSeries G
ParticipantTaktile
Enables financial institutions to automate and optimize decisions with AI
$110MSeries C
ParticipantVinyl Equity
Provides financial technology infrastructure for capital markets and corporate transactions
$20MSeries A
Role not disclosedFonoa
Provides AI-powered indirect tax compliance platform covering determination, e-invoicing, and returns
$110MSeries C
Role not disclosedEisen
Provides AI-enabled compliance operations infrastructure for financial services
$18.5MSeries A
Role not disclosedAdfin
Adfin combines payments infrastructure and credit-control software to help businesses collect invoices, reconcile payments and manage overdue accounts.
$18MSeries A
Role not disclosedAlan
Alan combines health insurance, preventive services and access to care in a digital platform for employers and members.
€100MFunding
LeadEvervault
Encrypts and orchestrates sensitive data for developers
$25MSeries B
Role not disclosedDuna
Provides a digital passport for every business to automate onboarding and compliance
€30MSeries A
Role not disclosedClickHouse
Provides real-time analytics, data warehousing, observability, and AI/ML infrastructure
$400MSeries D
Role not disclosedSpiko
Tokenized money-market infrastructure that gives businesses and investors access to cash yield.
$22MSeries A
Lead