A technology driven wealth management firm.
Location: United States
Total raised: $116.8M
Investors 5
| Date | Name | Website |
| - | Operator P... | operatorpa... |
| - | Broadhaven... | broadhaven... |
| 11.11.2022 | Index Vent... | indexventu... |
| 16.11.2022 | Brewer Lan... | brewerlane... |
| 10.01.2024 | BoxGroup | boxgroup.c... |
Funding Rounds 4
| Date | Series | Amount | Investors |
| 03.07.2025 | Series B | $72M | Industry V... |
| 13.08.2024 | Series A | $26.5M | - |
| 10.11.2022 | - | $11M | - |
| 25.02.2022 | Seed | $7.3M | - |
Mentions in press and media 18
| Date | Title | Description |
| 16.07.2025 | Альтернативная инвестиционная платформа iCapital привлекла $820 млн при оценке в $7,5 млрд | Основанная в 2013 году в Нью-Йорке, iCapital на сегодняшний день суммарно привлекла более $1,5 млрд, согласно данным Crunchbase. Новый раунд возглавили SurgoCap Partners и фонды под управлением T. Rowe Price Associates и T. Rowe Price Inves... |
| 08.07.2025 | Savvy Wealth Fuels Future of Finance with $72 Million Boost | Savvy Wealth clinched $72 million in Series B funding. This propels its total capital past $100 million. Industry Ventures spearheaded the investment round. The digital platform now nears $2 billion in managed assets. Funds drive aggressive... |
| 03.07.2025 | Savvy Wealth: $72 Million Raised For Financial Advisor Platform | Savvy Wealth – a digital-first platform for financial advisors centered around modernizing human financial advice, announced the closing of a $72 million Series B funding round, led by Industry Ventures. The funding round attracted new inve... |
| 02.07.2025 | Savvy Wealth raises $72 million | Wealth management startup Savvy Wealth Savvy Wealth Founded: 2021 Headquarters: New York, New York, United States Total Funding: $33.8M See full company profile "> announced $72 million in Series B funding led by Industry Ventures, ... |
| 02.07.2025 | Savvy Wealth Raises $72 in Series B Funding | 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. The round was led by Industry Ventures, with participation from Vestig... |
| 05.09.2024 | Financial Planning announces the nine winners of its inaugural Innovation Awards | Financial Planning Innovation Awards 2024 Honorees of the recognition program will be celebrated in Las Vegas at Financial Planning's new ADVISE AI conference, where one tech firm winner and one wealth management firm winner will be reveale... |
| 13.08.2024 | Savvy Wealth: A New Dawn in Financial Advisory | In the bustling streets of New York, a quiet revolution is brewing. Savvy Wealth, a wealth management startup, has emerged as a beacon of innovation. Founded in 2021, this digital-first platform is reshaping the landscape for financial advi... |
| 13.08.2024 | Savvy Wealth Raises $26.5M to Reshape Wealth Management with Cutting-Edge Tech | The wealth management sector is undergoing a technological revolution, integrating advanced systems into its operations. This transformation promises cost reductions, innovative business models, and new revenue channels. Wealth and asset ma... |
| 12.08.2024 | Savvy Wealth: $26.5 Million (Series A) Closed To Provide Financial Advisors With Advanced AI Tools | Savvy Wealth (a digital-first platform for financial advisors centered around transforming human financial advice) announced an additional $15.5 million funding round led by Canvas Ventures. This latest funding round, which closes the compa... |
| 05.08.2024 | Savvy Wealth raises $15.5 million | Wealth management startup Savvy Wealth Savvy Wealth Founded: 2021 Headquarters: New York, New York, United States Total Funding: $18.3M See full company profile "> has raised an additional $15.5 million as part of its Series A round... |
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