Series C · Fintech
Savvy Wealth raises $100M Series C for advisor platform
Savvy Intelligence runs AI agents over a unified layer of client, investment, tax and planning data.
Technology and support for independent practices
Advisors use the platform to manage client relationships, financial plans and investments alongside onboarding, compliance, marketing and servicing support. Savvy Intelligence can prepare meeting materials and model financial scenarios, helping practices bring more client information into a common workflow while retaining advisor oversight.
Use of funds
Expand operations and development efforts
Funding history
Series C · This round$100M