Savvy Wealth
$201k – $246kHybrid
San Francisco +2
Savvy Wealth
Backed byIndustry VenturesAbout Savvy Wealth
Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., which is registered with the Securities and Exchange Commission (SEC). Savvy Wealth positions itself as a trusted partner for independent financial advisors and aims to modernize human financial advice through its proprietary technology. The AI on Savvy Wealth's advisor platform is not intended to replace human advice and is not designed to interact with retail clients.
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Company at a glance
IndustryFinTech
Team Size51-200
StageSeries B
Founded2021
Locations
San Francisco, United States ·Los Angeles, United States ·New York City, United States
Investors
A Capital ·Alumni Ventures ·BoxGroup ·Brewer Lane Ventures ·Canvas Ventures ·Euclidean Capital ·Global Founders Capital ·Index Ventures ·Industry Ventures ·Operator Partners ·The House Fund ·Thrive Capital ·Vestigo Ventures
Websitesavvywealth.com
LinkedInLinkedIn
About the Team
Team Distribution
- Operations62%
- Sales20%
- Engineering9%
- Other Specialized3%
- Product & Design3%
Where the Team Studied
- 1.University of Nevada, Las Vegas
- 2.Northwestern University
- 3.University of Minnesota
- 4.Yale University
- 5.Columbia University
Team Worked At
- JPMorgan Chase
- Morgan Stanley
- Bank of America
- Charles Schwab
- Fidelity Investments
Funding History
Cumulative Funding
