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Savvy Wealth
Savvy Wealth is a financial technology company that builds an intelligent wealth management and RIA platform for independent financial advisors, headquartered in New York City.
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Savvy Wealth at a glance
Savvy Wealth is a financial services company headquartered in United States. It has raised at least $172M across the 2 funding rounds on record. Its most recent funding round, Series C, raised $100M in September 2026.
Savvy Wealth funding rounds
At least $172M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series C | $100M | 1 named | |
| Series C | $72M | 3 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Recent Savvy Wealth news
- Product launchCORRECTING and REPLACING Savvy Wealth Announces ...
- Product launchSavvy Wealth Announces the Launch of Savvy Custodial Platform
Investors
Savvy Wealth competitors
A few of Savvy Wealth's closest competitors — see the full list of competitors and alternatives →
Dynasty Financial Partners provides technology, investment-management, and operational support to independent wealth-management firms and registered investment advisors (RIAs). Its platform helps advisors launch, manage, and scale independent practices while serving high-net-worth and affluent clients.
Earned is a financial services firm headquartered in New York, NY, built exclusively for physicians and dentists. The company provides tax-smart wealth management, financial planning, and accounting services under one roof.
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
Lumida (operating as Lumida Wealth Management) is a digital-first, SEC-registered investment advisor headquartered in Wayne, New Jersey. The firm acts as a wealth architect for owners, creators, and modern investors seeking institutional-grade access to public markets, private deals, and alternative investments. It provides comprehensive wealth management services encompassing tax planning, trusts, and estate strategies.
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
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More on Savvy Wealth in Xcout Intel
- 2 funding rounds with the investors in each, and who they co-invest with
- 2 corporate events with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access