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 selectionUnited States · Oct 14, 2026 · Sep 15, 2026
- Rounds participated in
- 1
- Confirmed lead rounds
- 0 All roles disclosed
- New companies
- 0 First participation on record · 1 follow-on
- Funding in participating rounds
- $100M 1 disclosed · full round size, not this investor’s share