Savvy
Highly Engaged Employees
Highly Engaged EmployeesFinance · New York, United States · 51-200 Employees
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Overview
Headquarters
36 E 12th St Fl 2, New York, New York, 1...Website
www.savvywealth.comRevenue
$77.3 MillionIndustry
ZI Rank: 5
Signal Type
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ZI Rank
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About Savvy
Savvy is a technology-driven wealth management firm that offers personalized financial planning and investment management services to high net worth individuals. Their experienced advisors create tailored financial roadmaps to help clients grow and protect their assets, ensuring a secure financial future. With a focus on customization, Savvy provides a comprehensive dashboard for clients to track their investments and financial goals in one place. The firm is committed to acting in the best interest of its clients, utilizing advanced technology to enhance the wealth management experience.Explore more
Savvy Org Chart
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Activity Insights
Savvy is experiencing very low activity levels compared to other companies in the Finance sector.
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Savvy financials insights
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2022
Angel/Seed
$7.3M
2024
Series A
$25.6M
2025
Series B
$72M
Savvy Tech Stack
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Top Finance Companies
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Savvy is a technology-driven wealth management firm that offers personalized financial planning and investment management services to high net worth individuals. Their experienced advisors create tailored financial roadmaps to help clients grow and protect their assets, ensuring a secure financial future. With a focus on customization, Savvy provid... Read More
