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Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
- Founded
- 2024
- Category
- Fintech
- Funding
- VC-backed
Sources, checked Sep 26, 2026. A fact that is missing is one we could not source, not a zero.
- Summary: our summary, checked against savvywealth.com
- Founding year: savvywealth.com
- Funding: savvywealth.com — “$100M Series C”
Category is our own classification. Spotted something wrong? Tell us.
Frequently asked questions
What does Savvy Wealth do?
Savvy is the modern RIA and wealth management platform that pairs financial advisors with the leading AI-powered CRM for advisors, in-house marketing support, proprietary investment management models, dedicated client service managers, 100% baked-in compliance, investment operations research, and more — so they can focus on their clients while we automate the rest.
Where is Savvy Wealth based?
Location for Savvy Wealth has not been disclosed publicly.
When was Savvy Wealth founded?
Savvy Wealth was founded in 2024.
How much has Savvy Wealth raised?
Savvy Wealth is vc-backed. We have not verified a funding amount.