Company

Last deal

$15.5M

Amount

Series A

Stage

05.08.2024

Date

all rounds

$33.8M

Total amount

General

About Company

Savvy is a technology-driven wealth management firm that automates processes for wealth managers.

Industry

Sector :

Subsector :

Keywords :

Also Known As

Savvy

founded date

01.01.2021

Number of employees

1-10

Last funding type

Series A

IPO status

Private

Description

Savvy acquires traditional wealth management firms and enhances their efficiency by integrating software, allowing them to support more clients without increasing staff. Headquartered in New York, Savvy was founded in 2021.

Contacts

location

New York, NY, USA

Website URL

https://savvywealth.com/

Social url