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Savvy Wealth
Fintech · New York City, United States · Founded 2021
Hires leading financial advisors and powers them with proprietary technology and marketing automation to 10x their efficiency and scale revenue faster MoreLess
SavvyWealth is a forward-thinking wealth management startup that leverages proprietary technology and automation to empower financial advisors. The company operates in the financial services market, serving a diverse clientele, including individuals, foundations, and endowments. SavvyWealth's business model revolves around providing modern, human-centric financial advice, personalized to align with each client's unique needs and goals.
The company's services range from Personal Direct Indexing and Global Equity Research to Financial Planning & Analysis and Estate & Trust Planning. SavvyWealth has a presence in several locations, including New York City, Fort Lauderdale, West Chester, and Del Mar.
SavvyWealth's all-in-one platform is designed to enhance advisory practices, offering automated lead generation and marketing, maximized revenue and earning potential, and opportunities for career growth. The platform streamlines every aspect of a client's financial life, delivering a seamless and efficient experience.
In addition to its core services, SavvyWealth has partnered with LeverageRx to cater to the specific financial needs of professionals in the healthcare sector. LeverageRx assists medical professionals in finding the best prices on disability insurance and shopping the market for competitive loan rates.
In terms of revenue, SavvyWealth makes money by offering its comprehensive, technology-powered platform to financial advisors and clients, thereby streamlining operations and enhancing efficiency.
Keywords: Wealth Management, Financial Advisors, Personal Direct Indexing, Financial Planning & Analysis, Estate & Trust Planning, Technology-Powered Platform, Automated Lead Generation, Maximized Revenue, Healthcare Sector Financial Services, Partnership with LeverageRx.
Company overview
Savvy Wealth company information
The essential company record, classifications and operating signals in one place.
- Status
- Operational
- Founded
- 2021
- Headquarters
- New York City, United States
- Employees
- 248
- Open positions
- 17
- Dealroom signal
- 92.7
- Investment activity
- 1 companies · latest Feb 2026
- Capital deployed
- —
- Preferred round
- ACQUISITION
Valuation & funding
Savvy Wealth funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES BOther financing | Jul 2025 | $72M | $288M | The House Fund · Vestigo Ventures · Thrive Capital · Canvas Ventures | ↗ |
| SERIES AOther financing | Aug 2024 | $16M | $62M | Index Ventures · Brewer Lane Ventures · Canvas Ventures · Thrive Capital | ↗ |
| SERIES AOther financing | Nov 2022 | $11M | $44M | Index Ventures · Thrive Capital · Brewer Lane Ventures · The House Fund | ↗ |
| SEEDOther financing | Feb 2022 | $7.3M | $29M | Thrive Capital · Index Ventures | ↗ |
| SEEDOther financing | Sep 2021 | $7M | $28M | Global Founders Capital · BoxGroup · Jordan Park · Index Ventures | — |
Financials
Revenue and workforce over time
Available revenue and workforce history. Fields without reported data are omitted.
| Year | Revenue | Growth | Employees |
|---|---|---|---|
| 2026 | $3.8M | 0% | 248 |
| 2025 | $3.8M | 0% | 190 |
| 2024 | $3.8M | 0% | 73 |
| 2023 | $3.8M | +224.8% | 50 |
| 2022 | $1.2M | — | 26 |
Growth signals
Savvy Wealth website traffic
Latest recorded traffic for Savvy Wealth is 99K monthly website visits, up 141.5% over the last three months. Savvy Wealth's team grew 30.5% over the past year.
Hiring
Open positions at Savvy Wealth
Current openings linked to this company in Dealroom.
Comparisons
Savvy Wealth compared with similar companies
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Capital deployed
Savvy Wealth investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Talent graph
Savvy Wealth's talent
Source: Dealroom Talent Intelligence.
Global footprint
Where Savvy Wealth has talent and traffic
team presence
In the news
Latest news about Savvy Wealth
Recent press, funding announcements, and product moves mentioning Savvy Wealth — open to read from the original sources.
Market sentiment
What the market is saying about Savvy Wealth
An AI-synthesized read of the highest-engagement posts about Savvy Wealth on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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