Savvy Wealth
Savvy Wealth is a company based in United States. Builders in Fintech has recorded 4 equity rounds for Savvy Wealth, most recently a series b round of $72M on 2 July 2025.
Added ·
- SEC · Broker-dealer · Registered
- SEC · Investment adviser · Registered
- $105.8M
- Series B · $72M · 2 July 2025 · led by Industry Ventures
Timeline
Series B · $72M · Industry Ventures (lead), Brewer Lane Ventures, Canvas Ventures, Euclidean Capital, The House Fund, Thrive Capital, Vestigo Ventures
Series A-2 · $15.5M · Canvas Ventures (lead), Alumni Ventures, Brewer Lane Ventures, Index Ventures, The House Fund, Thrive Capital
Series A · $11M
Seed · $7.3M · Index Ventures (lead), ICONIQ, Instacart, Newfront, of Flexport, OpenDoor Securities, Plaid, Thrive Capital
All funding rounds in the database
Product
RIA platform for independent financial advisors
Wealth and investing
Savvy Wealth is a registered investment adviser platform for financial advisors who want to run their own practice. It combines in-house technology for client onboarding, portfolio management and planning with compliance, operations and marketing support, so advisors can serve clients independently without building the back office themselves.
Agent access
- llms.txt
- Open
Description from the company website
Agent-Ready 1/5
- Discoverable — Can an agent find and read it?Found
- Documented — Can it understand the API without a login?Not found on 3 November 2026
- Testable — Can it try the API without a sales call?Not found on 3 November 2026
- Connectable — Can it connect directly (MCP)?Not found on 3 November 2026
- Trusted — Can it see who runs it securely?Not found on 3 November 2026
Description from the company website · Source
Licences & registrations
SAVVY WEALTH MANAGEMENT LLC
Broker-dealer · SEC · United States
SAVVY ADVISORS, INC.
Investment adviser · SEC · United States
From public registers as of the last-checked date. Always confirm on the regulator's register before relying on it.