Savvy Wealth, a U.S.-based digital-first platform for financial advisors, has secured $72 million in Series B funding, bringing its total raised to over $100 million. The round was led by Industry Ventures and included new investors Vestigo Ventures—founded by former LPL Financial CEO Mark Casady, who also joins Savvy’s Board—and Euclidean Capital. Existing backers such as Canvas Ventures, Thrive Capital, and Brewer Lane Ventures also participated.
The funding will support Savvy’s AI-augmented advisor platform, which blends predictive, real-time insights with human-centered financial planning. The company plans to expand its advisor network, accelerate AI product development, and grow its assets under management, which have reached $2.2 billion.
“AI is not replacing advisors—it’s amplifying them,” said Ritik Malhotra, Founder and CEO of Savvy. “We’re embedding AI into our CRM and tech stack to supercharge advisory services with personalized intelligence.”
Savvy has seen 500% AUM growth since early 2024, with recent high-profile hires including Eric Hurkman (former CTO of Carta), David Weiner (ex-Compass), and Lisandra Wilmott (ex-Pathstone). With these strategic moves, Savvy aims to become the next-generation wealth management platform for high-net-worth individuals, offering end-to-end solutions from tax filing to estate planning.
This round positions Savvy as a leader in reshaping modern financial advice through AI innovation and human expertise.
