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Savvy Wealth, a digital wealth management service for financial advisors and clients, has successfully completed a $26.5 million Series A-2 round. The funding round was led by Canvas Ventures and included participation from Thrive Capital, Index Ventures, The House Fund, and Alumni Ventures. This latest round brings Savvy Wealth's total funding to $33 million. The company aims to modernize wealth management with transformative AI tools, supporting entrepreneurial-minded wealth managers seeking independence.
Wealth management is evolving with more advisors seeking independence. @RitikM and @SavvyWealthInc have found strong footing supporting entrepreneurial-minded wealth managers. Excited to announce our investment in @SavvyWealthInc's Series A welcoming new investor @CanvasVC and… https://t.co/PCcNvQytUg
2023 was a pivotal year in VC Despite a 6-year low in VC funding and significant market challenges, including the collapse of major financial institutions & attacks on diversity initiatives, SomosVC remained steadfast in our mission. See our programs: https://t.co/eAEypqDU4H
Savvy Wealth, a digital wealth management service for financial advisors and clients, raised a $26.5M Series A led by Canvas, taking its total funding to $33M (@agarfinks / Fortune) https://t.co/QsLceFwBrS 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/ZZwquimcv6