Funded Tech Companies
Savvy Wealth
Savvy Wealth, based in New York, received equity investments from Thrive Capital, Brewer Lane Ventures and Vestigo Ventures.
Company Overview
Company Name
Savvy Wealth
Company Status
Private & Independent
Industry
Funding Rounds
Total Funding
Contact Information
Mailing Address
Undisclosed
New York, NY Undisclosed
USA
New York, NY Undisclosed
USA
Phone
Undisclosed
Website
Email Address
Company Background Information
Overview
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ?-- quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.
Profile
Social Media
Company News
Facebook
YouTube
Last Transaction
7/2/2025
Financing History
Date
Type
Amount
Management Team
Title
Name
Email & Social
Chief Executive Officer
Ritik Malhotra
Chief Technical Officer
Muller Zhang
Company Investors
- Thrive Capital
- Brewer Lane Ventures
- Vestigo Ventures
- Canvas Ventures
- Euclidean Capital
- Industry Ventures
- The House Fund
- Private Investors (Vamsi Yadlapati)
- Index Ventures
- Alumni Ventures
Browse more funded tech companies:
Savvy Source for Parents | SavvyCard
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