COMPANY PROFILE · UPDATED 22 SEP 2026
Savvy Wealth
Wealth management is a massive industry in the US ($545 billion annual revenue), but remains archaic and inefficient with low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of…
New York, NY
FintechInvesting & WealthSoftware CompaniesFinancial Technology CompaniesFinancial Services CompaniesSeries B
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- 2021
- Headcount
- 39
- Open roles
- 0
- Last raised
- Series C
LOCATIONS
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