- Headquarters
- New York, New York
- Employees
- 51–200
- Founded
- 2021
- Business Model
- B2B
- Website
- savvywealth.com
- Total Funding
- $149.5M
- Last Round
- $72.0M Series BJul 2025
About
Digital-first wealth management platform partnering with independent financial advisors to deliver technology-enabled financial planning and investment management.
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