Savvy Wealth
PrivateLast Round
Series C
Sep 9, 2026
Est. Valuation
$600M
Total Funding Raised
$216.8M
Momentum
Top 5%
of companies Caplight tracks
Company Overview
Savvy Wealth operates in FinTech and is based in New York City, New York. Its latest recorded funding round was a Series C round in September 2026.
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, Workflow Automation
Business Model
B2B2C
Customer Profile
Revenue Share, Payment Processing Fee
AI Layer
Application
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% |
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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 |
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Key People
Founding team and executive leadership
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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 |
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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.
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Recent news
Latest coverage and updates
- launchesOct 29, 2026
Savvy Wealth, Inc. launches its private markets programme on Oct 29th '26, giving independent financial advisors on its platform access to venture capital and growth equity opportunities through selected managers.
- hiresOct 29, 2026
Savvy Wealth, Inc. hires Anshul Sharma, who joins in Aug '26 from Bank of America after serving as a managing director and senior portfolio manager at Merrill Lynch.
- attends_eventOct 29, 2026
Savvy Wealth, Inc. attends the Wealth Management Edge conference in Jun '26, where its chief investment officer Anshul Sharma discusses alternative investment solutions.
- partners_withOct 29, 2026
Savvy Wealth, Inc. partners with Allocate to develop the offering, collaborating on manager selection and portfolio construction for advisors.
- launchesSep 23, 2026
Savvy Wealth, Inc. launches Savvy Custodial Platform, a digital custodial offering for registered investment advisor owners and firms that enables independent RIAs to onboard clients in as little as 90 seconds and move assets in a few clicks, on Sep 23rd '26.
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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.
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Frequently 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, so its shares have no public market price. Caplight tracks Savvy Wealth's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Savvy Wealth worth (valuation)?
Savvy Wealth's valuation is estimated at $600.0M based on funding round data.
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.
When was Savvy Wealth's last funding round?
Savvy Wealth's most recent funding round was Series C on September 9, 2026.
Who are the main investors in Savvy Wealth?
Key investors in Savvy Wealth include Halo Experience Company, The Halo Fund, Thrive Capital, Index Ventures, Industry Ventures.
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 in Savvy Wealth's shares on secondary markets.