Fundraising Fox

Savvy

Founded 2021 · 4 known investors

savvywealth.com ↗

Savvy is an SEC-registered investment adviser and wealth management firm that matches high-net-worth individuals with financial advisors and provides proprietary technology, including a dashboard for tracking investments and net worth. It offers services such as retirement planning, estate planning, tax strategy, direct indexing, and consolidated account reporting across the US.

FintechSaaS

Investors · 4

Brewer Lane VenturesBoston
Index VenturesSan Francisco · $540K – $10.8M
Position VenturesSan Franciscovia Jenny He · inferred
Vestigo VenturesCambridge · $1M – $5M

In the news

Makers Fund raises $250m in fourth round to support interactive entertainment startups | GamesIndustry.bizgamesindustry.biz · Aug 2026Casady among backers as AI-powered Savvy Wealth raises $72M in Series B - InvestmentNewsinvestmentnews.com · Jul 2025Digital platform Savvy Wealth secures $72m in series B fundingfinance.yahoo.com · Jul 2025Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directorswealthmanagement.com · Jul 2025Savvy Raises $30M in Fundingfinsmes.com · Jul 2023Savvy Cooperative Raises First VC Funding from Indie.vc | Healthcare IT Todayhealthcareittoday.com · Apr 2020

Frequently asked questions

What does Savvy do?
Savvy is an SEC-registered investment adviser and wealth management firm that matches high-net-worth individuals with financial advisors and provides proprietary technology, including a dashboard for tracking investments and net worth. It offers services such as retirement planning, estate planning, tax strategy, direct indexing, and consolidated account reporting across the US.
Who are Savvy's investors?
Savvy's investors include Brewer Lane Ventures, Index Ventures, Position Ventures, Vestigo Ventures.