03Recent Activity
Participated in Savvy Wealth's $72M Series B for financial advisor technology.
JUL 2025
Backed Savvy Wealth's $26.5M Series A for AI-powered wealth management platform.
AUG 2024
Savvy Wealth offers a range of financial services including financial planning, investment management, tax optimization, and estate planning, aimed at redefining wealth management for clients and financial advisors
Savvy Wealth offers a range of financial services including financial planning, investment management, tax optimization, and estate planning, aimed at redefining wealth management for clients and financial advisors.