Savvy Wealth: Funding, Investors & Team (Oct 2026)
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.
Savvy Wealth has raised $206M across 5 funding rounds on record, the most recent a Series C of $100M announced in Sep 2026.
That round is above the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Savvy Wealth Company Profile and Key Stats
Latest funding round on record: Sep 2026.
Savvy Wealth Funding Rounds
Savvy Wealth raised $7.3M in a Seed announced in Feb 2022.
9 months later, a Series A of $11.0M was announced in Nov 2022.
1.8 years later, a Series A of $15.5M was announced in Aug 2024.
11 months later, a Series B of $72.0M was announced in Jul 2025.
1.2 years later, a Series C of $100M was announced in Sep 2026.
Savvy Wealth Investors
19 investors are recorded in total; the 5 named above are those the record identifies.
Savvy Wealth Founders and Leadership Team
Contact details for the Savvy Wealth team: 2 of 3 have an email address on file, 2 have a LinkedIn profile.
Start 14-day free trial →Savvy Wealth Funding Compared to Other Financial Services Startups
Savvy Wealth's latest round of $100M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Savvy Wealth Funding FAQs
What does Savvy Wealth do?
Savvy Wealth is a technology-driven wealth management firm with an emphasis on building software for clients and advisors. The company acquires traditional wealth management firms and supercharging with software to make dramatically more efficient and support more clients without adding additional headcount. Savvy Wealth is headquartered in New York, New York and was founded in 2021.
How much funding has Savvy Wealth raised?
Savvy Wealth has raised $206M across 5 rounds on record. The most recent is a Series C of $100M announced in Sep 2026.
When did Savvy Wealth last raise funding?
Savvy Wealth's most recent funding round on record is a Series C of $100M, announced in Sep 2026.
Who has invested in Savvy Wealth?
Investors on record for Savvy Wealth include Alumni Ventures, BoxGroup, Index Ventures, A*, Thrive Capital. FundedIQ records 19 investors in total.
Who founded Savvy Wealth?
FundedIQ lists Cara Mollica (Owner and Founder), Ritik Malhotra (Founder) at Savvy Wealth.
Where is Savvy Wealth headquartered?
Savvy Wealth is based in New York, United States.
How many employees does Savvy Wealth have?
Savvy Wealth is in the 11-50 employee band.
When was Savvy Wealth founded?
Savvy Wealth was founded in 2021.
How does Savvy Wealth's funding compare to other Financial Services startups?
Savvy Wealth's latest round of $100M is above the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's Savvy Wealth Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Savvy Wealth is left off this page rather than filled in.
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