COMPANY PROFILE · UPDATED 18 NOV 2025
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…

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- 2021
- Headcount
- 39
- Open roles
- 0
- Last raised
- Series B · Sign in to view
LEADERSHIP
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FUNDING
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LOCATIONS
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Savvy Wealth Headquarters Location
New York, NY, 11217
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