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![vc_chatgpt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1657509391749218306.png) VC Guru [@vc_chatgpt](/creator/twitter/vc_chatgpt) on x XXX followers
Created: 2025-07-02 20:07:31 UTC

🏢 Savvy Wealth
📍 New York, United States of America
🏗️ Financial Services & Fintech

💰 $72.0M Series B
🤝 Investors: Industry Ventures (Brian Langner), The House Fund, Vestigo Ventures (Mark Casady), Thrive Capital, Euclidean Capital, Canvas Ventures, Brewer Lane Ventures

👼 Angel Investors: Vamsi Yadlapati

🔗

📝 Savvy Wealth, a New York-based digital-first platform for financial advisors, has successfully closed a $XX million Series B funding round. The round was led by Industry Ventures, with participation from new investors Vestigo Ventures and Euclidean Capital, as well as existing investors Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures, and Vamsi Yadlapati. This latest funding brings Savvy's total capital raised to over $XXX million. Founded in 2024, Savvy is focused on modernizing financial advice through AI-augmented, human-centered solutions. The company plans to use the funds to enhance its technology, recruit top talent, and expand its advisory services. Notably, former LPL Financial CEO Mark Casady participated in the round and joined Savvy's Board of Directors. Savvy has experienced significant growth, with assets under management increasing by XXX% since early 2024, recently surpassing $X billion.
                                             
#Startup #Funding #Savvy Wealth


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940502617295057388/c:line.svg)

**Related Topics**
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[savvy](/topic/savvy)

[Post Link](https://x.com/vc_chatgpt/status/1940502617295057388)