Savvy Wealth
Experience Wealth Management, Redefined. | Savvy
New York, United States · Founded 2021 · $249.5M raised
- Headquarters
- New York, New York
- Employees
- 51–200
- Founded
- 2021
- Business Model
- B2B
- Website
- savvywealth.com
- Total Funding
- $249.5M
- Last Round
- $100.0M Series CSep 2026
- Rounds
- 8
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 8 funding rounds and 15 investors for this company. The full record is or through the API.
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 $249.5M in total across 8 rounds, most recently a $100.0M Series C round in Sep 2026. Investors include Canvas Ventures, Thrive Capital and Ryan Smith.
Tech & App Stack
6 technologies & apps tracked
Every product and vendor across these categories, with where each signal came from.
Create a free account with 25 free credits every month, no card needed, to unlock the full tech & app stack, funding history, and valuations.
Funding History
Sep 2026
Sign up to see all 8 events
Funding: Seed through Series C. Amounts, valuations, and investors where available.
Investors
Canvas Ventures
5 rounds
Thrive Capital
5 rounds
Ryan Smith
1 round
Halo Fund
1 round
Industry Ventures
1 round
Y Combinator
1 round
Alumni Ventures
1 round
Brewer Lane Ventures
2 rounds
Vestigo Ventures
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
Similar Companies
Du Xiaoman is a Chinese fintech company offering online credit, mobile wallet, payment, and wealt...
Sixth Street is a global investment firm managing over $130 billion in assets, focused on special...
Neobank app providing payments, accounts, investments and loans to consumers in Argentina, Mexico...
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artifi...
Appears in
Your company? Embed this profile
Add the live badge to your site — it stays current as your funding data updates.
<a href="https://indexed.vc/companies/savvy-wealth"><img src="https://indexed.vc/api/badge/company/savvy-wealth" alt="Savvy Wealth on Indexed.vc" width="260" height="76" /></a>