A technology driven wealth management firm.
Location: United States, New York
Total raised: $18.3M
Investors 5
| Date | Name | Website |
| - | Operator P... | operatorpa... |
| - | Broadhaven... | broadhaven... |
| 11.11.2022 | Index Vent... | indexventu... |
| - | Brewer Lan... | brewerlane... |
| - | BoxGroup | boxgroup.c... |
Funding Rounds 2
| Date | Series | Amount | Investors |
| 10.11.2022 | - | $11M | - |
| 25.02.2022 | Seed | $7.3M | - |
Mentions in press and media 5
| Date | Title | Description | Source |
| 24.01.2024 | Risk vs. volatility: What's the difference | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / ne... | businessin... |
| 10.11.2022 | Savvy Wealth Closes $11M Capital Raise | Savvy Wealth, a New York-based digital platform for financial advisors, raised $11M in Series A-1 fu... | finsmes.co... |
| 10.11.2022 | Savvy Wealth raises $11 million | Savvy Wealth, Savvy Wealth Founded: 2021 Headquarters: New York, New York, United States Total Fundi... | coverager.... |
| 25.02.2022 | Savvy Closes $7.3M Seed Funding | Savvy, a New York-based wealth management company, raised $7.3M in funding. The round was led by Ind... | finsmes.co... |
| - | Savvy Wealth | “Savvy is a modern wealth management service built from the ground up explicitly designed for tech p... | fastfounde... |