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 selectionFintech
Thrive Capital builds and invests in internet, software and technology-enabled companies, combining an investment business with company incubation.
Thrive Incubations works with founders through idea exploration, product development and company launch. It is a route for entrepreneurs building a business from the beginning, alongside Thrive’s investments in existing companies.
Sources
- Rounds participated in
- 8
- Confirmed lead rounds
- 0 4 roles undisclosed
- New companies
- 7 First participation on record · 1 follow-on
- Funding in participating rounds
- $1.4B 8 disclosed · full round size, not this investor’s share
By stage
By primary sector
By country
Rounds
8 in this selectionRightway
Manages pharmacy benefits and helps employees navigate care through clinicians and a digital service.
$155MSeries E
ParticipantSavvy Wealth
Savvy Wealth gives independent financial advisors an operating platform that combines practice tools, investment support and AI-assisted client work.
$100MSeries C
ParticipantAmbrook
Accounting and payments software for farms, ranches, contractors and other businesses in the physical economy.
$30MSeries B
ParticipantEllis
AI-native operations platform for private credit
$10MSeed
Role not disclosedRamp
Provides financial infrastructure for corporate cards, invoicing, and expense management
$750MSeries F
Role not disclosedPace
Automates back-office insurance workflows including submissions, policy servicing, and claims
$46MSeries B
Role not disclosedRogo
Generative AI platform for investment banks and financial firms automating research and workflows
$160MSeries D
Role not disclosed