Savvy Wealth offers a purpose-built, integrated technology platform for financial advisors that combines CRM, advisor-facing automation, and AI-enabled workflows to scale personalized advice. Its product set includes personalized investment management with direct indexed portfolios, 401(k) account management, estate plan modeling, financial planning, tax preparation and filing, high-yield cash management, alternative investments, and insurance. The company embeds AI into its core CRM to automate onboarding, streamline ongoing planning, and surface predictive, real-time insights while keeping humans in the advisory loop. Savvy plans to use new capital to accelerate its core technology, hire technical talent, expand recruitment of independent advisors and advisory teams to its affiliate RIA (Savvy Advisors), and accelerate development of AI solutions that build client-specific knowledge bases. The firm says it recently surpassed $2 billion in assets under management, added nearly $500 million in 2025 so far, and has seen AUM grow 500% since the beginning of 2024. Savvy positions itself to evolve into a modern, vertically integrated wealth-management platform offering more premium services for high-net-worth clients. Savvy Wealth offers an integrated, AI-powered technology platform for financial advisors, including Co‑Pilot (an AI CRM), digital client onboarding, an embedded marketing and lead-generation agency, and a proprietary investment management solution that automates tax‑loss harvesting, rebalancing, and asset allocation. The platform also supports personalized direct indexing, 401(k) management, financial planning, tax preparation, alternative investments, estate planning, and insurance services. Savvy says its technology can cut non-revenue middle- and back-office work by up to 90 percent, enabling advisors to spend more time on client-facing activities. The company plans to use the recent funding to accelerate AI product development, expand product and engineering teams, and recruit entrepreneurial advisors to its affiliate RIA, Savvy Advisors. Since its founding in 2021, Savvy has grown to 30 advisors managing over $700 million in client assets and is positioned to cross $1 billion in AUM this year; it has raised over $33 million in venture capital to date. Savvy Wealth is a digital-first platform for financial advisors centered on modernizing human financial advice. The company provides an integrated technology platform that streamlines marketing, compliance, back-office operations and offers sales and marketing automation to help advisors scale revenue and improve client experience. Its founding class of five financial advisors brings experience from BNY Mellon, Merrill Lynch, Morgan Stanley and independent RIAs. Advisors who partner with Savvy receive equity ownership similar to tech industry employees and founders. Financially, Savvy raised $11 million in a Series A-1 led by The House Fund and has secured $18M in new funding in less than a year. In the coming months the company will onboard several new advisors and roll out a direct-to-consumer acquisition model to attract high-net-worth individuals and families. Savvy provides wealth managers with enhanced software, sales and marketing automation, and back office services to drive automation and efficiency so advisers can focus on client services and growing assets under management. The company was founded by Ritik Malhotra and Muller Zhang and is based in New York. Savvy aims to provide growth opportunities for wealth managers by building software that automates operations and sales. The firm plans to expand by acquiring wealth management firms and hiring additional wealth managers. It also intends to grow its product development team and invest in research and development. Over time, Savvy plans to introduce brokerage, banking, asset management, and other financial products to become an all-in-one technology-powered financial services firm.

Total raised

$106M

Funding rounds

4

Latest round

Series B

Latest activity

Jul 2025