Series C · Fintech
Savvy Wealth: Series C
Savvy Wealth provides a digital-first wealth management platform and services for financial advisors and their clients.
The business
Savvy Wealth combines technology with wealth-management services to help financial advisors run and grow their practices. Its digital-first platform supports advisors serving modern professionals, bringing client relationships and advisory work into a technology-enabled operating model. The company’s model is designed to give advisors tools and operational support while maintaining a personal relationship with the households they serve.
Funding history
Series C · This round$100M
Series C$100M