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
Industry Ventures
Activity from announced rounds
Activity in this selectionluxin-venture-capital-099dad23
- Rounds participated in
- 3
- Confirmed lead rounds
- 0 1 roles undisclosed
- New companies
- 2 First participation on record · 1 follow-on
- Funding in participating rounds
- $206M 3 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
3 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
ParticipantHubbl Technologies
Provides intelligence layer for Salesforce ecosystem to power AI with context
$6MSeries A
Role not disclosed