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Savvy logo

Savvy

Recent Finacing

Seed

Recent Raise

$7.3M

Savvy provides a digital platform for wealth managers combining portfolio tools, sales and marketing automation, and back-office servicing, with planned expansion into brokerage, banking, and asset management.

Founded 2019
California, United States
1-10
Private
gosavvy.com

Highlights

Focus Areas

FinTech
Health Care

Recent Investors

Operator Partners logo
Index Ventures logo
BoxGroup logo
Thrive Capital logo
A Capital logo
Global Founders Capital logo

Financials

$7.3M

Total Raised

1

Funding round

6

Investors


Team

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See the team members at Savvy.