Savvy Wealth, a New York-based wealth management startup, secured $72 million in in Series B funding. The investment values the company at $225 million and will be used to acquire smaller advisory firms and integrate artificial intelligence into its operations

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients. 

https://www.savvywealth.com/

Fintech

Finance

Software

New York

Savvy Wealth

Savvy Wealth raised $72 million in Series B funding led by Industry Ventures to expand into acquiring smaller advisory firms and enhance operations with AI.

Savvy Wealth raised $72 million in Series B funding led by Industry Ventures to expand into acquiring smaller advisory firms and enhance operations with AI.

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Company Information

Funding Insights

Savvy Wealth raised $72 million in Series B funding led by Industry Ventures to expand into acquiring smaller advisory firms and enhance operations with AI.

Description

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Funding Insights

Company Information