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Savvy Wealth competitors & alternatives
The 12 closest competitors and alternatives to Savvy Wealth among financial services companies — ranked by similarity to what Savvy Wealth actually does, not by market-cap band.
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About 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.
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
Top 12 Savvy Wealth competitors
Ranked by semantic similarity — how close each company is to Savvy Wealth by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
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.
Similar financial services company
SageView Advisory Group is headquartered in Newport Beach, California, providing institutional retirement planning and wealth advisory services. The firm supports clients nationwide with dedicated teams of financial professionals.
Similar financial services company
Carry, formerly known as Ocho and headquartered in New York, is a financial platform that helps users navigate complex tax-saving strategies and build wealth.
Similar financial services company
iraLogix, Inc. is a financial technology company headquartered in Pittsburgh, Pennsylvania. The company provides white-label retirement plan solutions and software to expand access to institutional retirement services.
Similar financial services company
Otis Wealth, Inc. is a financial technology and alternative investment platform headquartered in New York City. The company operates a fractional investment platform that allows retail investors to buy and sell shares in culturally significant alternative assets, such as collectibles and contemporary art. Incorporated in Delaware, Otis provides mobile applications and financial services designed to democratize access to asset classes traditionally reserved for institutional investors.
Similar financial services company
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Similar financial services company
Commonwealth Financial Network is an independent broker-dealer and registered investment adviser that provides back-office support, technology, and business solutions to independent financial advisors.
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