Savvy Wealth (Series A)
Funding Details
Awarder
Inbox
Date Award
July 21, 2025
Vertical
Wealth Management
Funding URL
View Funding Page
Valuation
$225,000,000
Funding Amount
$72,000,000
Company Info
Founders
Ritik Malhotra
Market
Financial Advisory
Location
New York, USA
Coinvestors
Thrive Capital, General Catalyst, Khosla Ventures, Bessemer Venture Partners, 8VC
Company Description

Savvy Wealth is a wealth management start-up that aims to acquire smaller advisory firms and hire individual advisers while embedding artificial intelligence into its operations to enhance efficiency.

Links
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