Savvy Wealth

📍 New York, United States🗓 Founded 2021👥 139 employees💰 Last funded May 2025
Financial Services🌐 savvywealth.com
Website LinkedIn
⚡️Advisor-first RIA platform | Save 19 hrs/ week on manual middle + back office workflows to scale your book and advisory practice 20%+ | 🔐 Independent advisors deserve leverage, not lock-in | 🧑🏽‍💻 Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest. 1️⃣ 65+ advisor transitions executed—digital ACAT, same-day client onboarding. 2️⃣ $2.2B+ client assets; backed by over $105M in venture capital from Industry Ventures, Thrive Capital, Vestigo Ventures, Euclidean Capital, Canvas Ventures, The House Fund, Brewer Lane, and others. 3️⃣ Practice management, marketing, and family-office tax & estate tools in one login Book a confidential demo → https://savvywealth.online/li-advisor Form ADV & disclosures → https://adviserinfo.sec.gov/firm/summary/318493
4
Total investors
2
Early stage
2
Mid stage
0
Late stage
2021
Founded

Investors

4 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
4
Investor activity2021–2025 · investors recorded per year
20211202212024120251
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Savvy Wealth?
Savvy Wealth has 4 investors on record on gritt.io, including 2 early-stage backers, 2 mid-stage.
When did Savvy Wealth last raise funding?
The most recent investment in Savvy Wealth recorded on gritt.io was in May 2025.
When was Savvy Wealth founded?
Savvy Wealth was founded in 2021.
What industry is Savvy Wealth in?
Savvy Wealth operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Savvy Wealth based?
Savvy Wealth is headquartered in New York, United States.