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About Savvy
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
201-500
Company Stage
Series B
Total Funding
$112.8M
Headquarters
New York City, New York
Founded
2021
Overview
SavvyWealth provides wealth management services for individuals, foundations, and endowments using an all-in-one, technology-powered platform for financial advisors. It combines proprietary technology and automation to offer Personal Direct Indexing, Global Equity Research, Financial Planning & Analysis, and Estate & Trust Planning. The platform helps advisors automate lead generation, streamline a client’s financial life, and grow advisory revenue, while serving a diverse client base across multiple cities; it also partners with LeverageRx to help healthcare professionals find affordable disability insurance and competitive loan rates. Its goal is to enable advisors to deliver personalized, scalable advice and increase the value of their practices.
Simplify's Take
What believers are saying
- AUM grew 5x to $6B in one year with 4.5x advisor growth.
- Mark Casady joining board validates AI-augmented advisory as industry future.
- Advisors reduce non-client work from 70% to focus on revenue growth.
What critics are saying
- OpenAI GPT-5 Finance Edition commoditizes proprietary tech within 6-12 months.
- SEC AI oversight directive triggers compliance audits halting advisor onboarding.
- Betterment's superior scenario modeling causes 20-30% advisor defection in 6-12 months.
What makes Savvy unique
- Savvy Intelligence unifies real-time client data across investments, tax, and plans.
- Financial Planning Agent compresses hours of scenario modeling into minutes.
- Multi-custodial integration with Schwab and Fidelity eliminates reconciliation delays.
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Funding
Total Funding
$112.8M
Above
Industry Average
Funded Over
3 Rounds
Index Ventures
BoxGroupIndustry standards
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
401(k) Retirement Plan
401(k) Company Match
Health Savings Account/Flexible Spending Account
Meal Benefits
Parental Leave
Mental Health Support
Company Equity
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 0%2 year growth
↑ 1%With the onboarding of CWG and several other notable advisor teams, Savvy has surpassed 4.5x growth over the last year.
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced the appointment of Anshul Sharma as chief investment officer.
Former LPL Financial CEO and Chairman Mark Casady participates in companys Series B funding round, joins its Board of Directors to help build the future of wealth...
Savvy Wealth, a NYC-based provider of a digital-first platform for financial advisors centered around optimizing human financial advice, raised $72M in Series B funding.
Savvy Wealth raised $72 million in a Series B round led by Industry Ventures, with participation from new and existing investors. Former LPL Financial CEO Mark Casady joins Savvy's Board. The funding will enhance AI-driven financial advisory services, expand recruitment, and accelerate tech development. Savvy's assets under management have grown 500% since 2024, recently surpassing $2 billion. The firm aims to integrate comprehensive financial services for high-net-worth clients.
Savvy is Hiring for 20 Jobs on Simplify!
Find jobs on Simplify and start your career today
About Savvy
Industries
Data & Analytics
Enterprise Software
Fintech
Financial Services
Company Size
201-500
Company Stage
Series B
Total Funding
$112.8M
Headquarters
New York City, New York
Founded
2021
Savvy is Hiring for 20 Jobs on Simplify!
Find jobs on Simplify and start your career today