Corporate information
Official name
Savvy Wealth Inc
Company type
Next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation.Overview
Savvy is the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing. Its team is dedicated to providing growth opportunities for wealth managers by building software that drives automation and efficiency so wealth managers can have greater bandwidth to focus on client services and growing revenue. Savvy was founded by Ritik Malhotra and Muller Zhang who bring over a decade of experience starting, growing, and selling technology companies.
Funding rounds
Seed USD 7,300,000
USD 7,300,000 ( )
| Investor | Profile | Country | Notes | |
|---|---|---|---|---|
|
Index Ventures Management SA | Venture capital firm | Initial investment. Led the round. | |
|
Thrive Capital Partners Inc | Private equity and venture capital investment firm focused on media and internet investments. | Initial investment. Led the round. | |
![[current-page:title] logo](/sites/default/files/styles/icon/public/default_images/_no-logo.png?itok=AH4pbDYM){kind=icon}
|
A* Capital | Initial investment. | ||
|
Box Group (BoxGroup) | Initial investment. | ||
|
|
GFC | Initial investment. | ||
|
Jordan Park Group | Initial investment. | ||
|
|
Operator Partners LLC | Initial investment. |
Investment activity status
Active investor