Savvy Raises Seed Funding To Build The Next Generation Wealth Management Firm
02/24/22, 2:00 PM
Round Type
seed
Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing, announced today that it closed on $7.3M in seed funding co-led by Index Ventures and Thrive Capital. Additional investors in the round include the founders of ICONIQ, Plaid, Instacart, Figma, Opendoor, Flexport, Newfront, and EPIQ, as well as Jordan Park, A* Capital, Box Group, Operator Partners, GFC, and more.
Company Info
Additional Info
Savvy is the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. Its team is dedicated to providing growth opportunities for wealth managers by building software that drives automation and efficiency so wealth managers can have greater bandwidth to focus on client services and growing revenue. Savvy was founded by Ritik Malhotra and Muller Zhang who bring over a decade of experience starting, growing, and selling technology companies. For more information, please visit https://www.savvywealth.com.