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
All recorded activity
Industry Ventures is an investment platform whose own materials confirm its acquisition by Goldman Sachs in January 2026 and continuing operation.
Recorded funding activity
Hubbl supplies contextual intelligence for Salesforce workflows. Savvy Wealth supplies operating tools for advisors. The manager remains a distinct attribution rather than being merged into Goldman Sachs; overlapping Savvy financing records require separate event reconciliation.
- 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 all activitySavvy 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