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Savvy Wealth

Modern RIA platform that combines human advisors with software to deliver personalized wealth management.

FinTech / Wealth ManagementSeries B$116.8M+ raised

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Frequently Asked Questions about Savvy Wealth

What does Savvy Wealth do?

Modern RIA platform that combines human advisors with software to deliver personalized wealth management.

How many employees does Savvy Wealth have?

Savvy Wealth has 135 employees as of 2026.

How much funding has Savvy Wealth raised?

Savvy Wealth has raised $116.8M+ in total funding. Their most recent round was a Series B.

What technologies does Savvy Wealth use?

Savvy Wealth works with technologies including AI, Banking, FinTech, Analytics, B2B SaaS.

More About Savvy Wealth

Company Info

San Francisco, CA

Founded 2021

135 employees

$116.8M+ total raised

Technologies

AIBankingFinTechAnalyticsB2B SaaSSaaSAutomationPayments