Savvy Wealth
Experience Wealth Management, Redefined. | Savvy
New York, United States · Founded 2021 · $149.5M raised
- 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
- Rounds
- 7
About
Savvy Wealth is a technology-driven RIA platform empowering independent financial advisors to scale their practices with modern infrastructure. Integrates CRM, practice management, marketing automation, compliance, and investment management. Founded 2021 by Ritik Malhotra. Registered investment advisor serving clients across the US.
Summary
Savvy Wealth is an Artificial Intelligence company based in New York, United States, founded in 2021. It has raised $149.5M in total across 7 rounds, most recently a $72.0M Series B round in Jul 2025. Investors include Canvas Ventures, Thrive Capital and Industry Ventures.
Tech & App Stack
6 technologies & apps tracked
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Funding History
Jul 2025
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Full funding history, per-round amounts, and investor participation.
Investors
Canvas Ventures
5 rounds
Thrive Capital
5 rounds
Industry Ventures
1 round
Y Combinator Continuity Fund
1 round
Alumni Ventures
1 round
Brewer Lane Ventures
2 rounds
Ian Sheridan Co
1 round
Index Ventures
1 round
Inspired Capital
1 round
The House Fund
1 round
Andreessen Horowitz
1 round
Operator Partners
1 round
Cambrian Ventures
1 round
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