Savvy Wealth
PrivateLast Round
Series C
Sep 9, 2026
Est. Valuation
$600M
Total Funding Raised
$216.8M
Momentum
Top 1%
of companies Caplight tracks
Company Overview
Savvy Wealth is a financial technology company that provides a digital-first, AI-native platform for independent financial advisors to streamline operations and enhance client support.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, NLP & Conversational AI, Vertical SaaS
Business Model
B2B2C
Customer Profile
Revenue Share, Payment Processing Fee
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Savvy Wealth Comparables
Compare Savvy Wealth with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Vise | 81% | |
| Farther | 81% | |
| Betterment | 79% |
Savvy Wealth Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Sep 9, 2026 | ||||
| Series B | Jul 2, 2025 | ||||
| Series A | Aug 5, 2024 | ||||
| Series A | Nov 10, 2022 | ||||
| Seed | Feb 24, 2022 |
Key People
Founding team and executive leadership
Savvy Wealth Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Halo Experience Company | Series C |
| Global Founders Capital | Seed |
| The Halo Fund | Series C |
| ICONIQ Growth | Seed |
| Brewer Lane Ventures | Series B, Series A |
| Vestigo Ventures | Series B, Series C |
| Thrive Capital | Series B, Series C, Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 9, 2026
$100M round led by Halo Experience Company
- Aug 20, 2026
Monthly visitors grew 154% MoM, reaching 98.6K.
Recent news
Latest coverage and updates
- launchesSep 23, 2026
Savvy Wealth, Inc. launched Savvy Custodial Platform on Sep 23rd '26.
- has_valuationSep 9, 2026
Savvy Wealth, Inc. had valuation of $600M on Sep 9th '26.
- receives_financingSep 9, 2026
Savvy Wealth, Inc. received financing of $100M in Series C on Sep 9th '26.
Savvy Wealth Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Savvy Wealth's valuation, stock price, and market status.
Is Savvy Wealth a public or private company?
Savvy Wealth is a private company.
What is the current stock price of Savvy Wealth?
Savvy Wealth is a private company with no public stock price. No recent secondary market data is available.
How much is Savvy Wealth worth (valuation)?
Valuation information for Savvy Wealth is not publicly available.
Can I buy Savvy Wealth stock?
Savvy Wealth shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Savvy Wealth's last funding round?
Savvy Wealth's most recent funding round was Series B on July 2, 2025.
Who are the main investors in Savvy Wealth?
Key investors in Savvy Wealth include Thrive Capital, Index Ventures, Industry Ventures, Canvas Prime.
Will Savvy Wealth IPO soon?
No public IPO plans have been announced for Savvy Wealth.
How can I track Savvy Wealth secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Savvy Wealth's secondary market activity and sign up for updates.