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 selectionSeries C+
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
- 18
- Confirmed lead rounds
- 0 13 roles undisclosed
- New companies
- 15 First participation on record · 3 follow-on
- Funding in participating rounds
- $5.1B 18 disclosed · full round size, not this investor’s share
By stage
By primary sector
3 more
Developer tools1
Foodtech1
Travel tech1
By country
Rounds
18 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
ParticipantWonderful
Wonderful provides an enterprise AI platform for connected workflows, applications and agents.
$550MSeries C
ParticipantFireworks
Platform for specialized intelligence enabling companies to train and serve custom models
$1.5BSeries D
Role not disclosedChai Discovery
Building AI models to accelerate pre-clinical drug discovery
$400MSeries C
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
ParticipantFonoa
Provides AI-powered indirect tax compliance platform covering determination, e-invoicing, and returns
$110MSeries C
Role not disclosedGarner Health
Helps patients choose healthcare providers using data and financial incentives.
$100MSeries E
Role not disclosedNourish
Provides AI-native metabolic health care with dietitians and virtual medical services
$100MSeries C
Role not disclosedLoop
Loop provides an AI platform for logistics and supply-chain operations.
$95MSeries C
Role not disclosedGranola
AI note-taking app
$125MSeries C
Role not disclosedPepper
Provides end-to-end technology platform for independent food distributors
$50MSeries C
Role not disclosedTemporal
Temporal provides an open-source durable execution platform for long-running applications and AI agents.
$300MSeries D
Role not disclosedKindred
Global home swapping platform for community-driven travel
$125MSeries C
Role not disclosedDecagon
Provides conversational AI agents for concierge customer experiences
$250MSeries D
Role not disclosedLiveKit
Developer of infrastructure software for real-time AI voice and video applications
$100MSeries C
Role not disclosedClickHouse
Provides real-time analytics, data warehousing, observability, and AI/ML infrastructure
$400MSeries D
Role not disclosed