Savvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantTC
Thrive Capital
Activity from announced rounds
Activity in this selectionUnited States · Oct 14, 2026 · Jul 17, 2026
- Rounds participated in
- 7
- Confirmed lead rounds
- 1 2 roles undisclosed
- New companies
- 5 First participation on record · 2 follow-on
- Funding in participating rounds
- $1.4B 6 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
7 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
ParticipantForus
AI-powered network connecting doctors, pharmacies, payers, and biopharma to streamline patient access to treatments
$150MSeries C
ParticipantRetro
A private photo journal where friends and family share everyday moments in a small group.
UndisclosedSeries A
LeadAmbrook
Ambrook provides accounting and payments software for farms, ranches, contractors and other rural businesses.
$30MSeries B
ParticipantBase Power
Builds and deploys home batteries providing backup power and grid support
$1BSeries D
Role not disclosedEllis
AI-native operations platform for private credit
$10MSeed
Role not disclosed