Savvy Wealth

Online wealth management and financial advisory platform for individuals

placeUnited States calendar_todayFounded 2005 groups43 employees language savvywealth.com

Social engagement

Social engagement: 10.8K social following, 9 posts in the last 12 months — below the industry typical range.

Investor mix

24 investors on record; lead investors include The University of California, Index Ventures, Thrive Capital, Canvas Ventures.

Investor typeCountShare
Venture capital1458%
Angel & family office14%
Other / undisclosed938%

Hiring activity

Hires periodically

4 roles tracked across 4 of the last 12 months

6 May 2026 · Client Marketing Associate · New York

10 Feb 2026 · Senior Wealth Advisor Fintech Growth & HNW Clients Equity · Raleigh

4 Dec 2025 · Senior Client Associate · New York

10 Oct 2025 · Senior Product Marketing Manager · New York

31 Jul 2025 · Marketing Specialist · New York

Based on job postings tracked across public sources.

Recent activity

17 Jun 2026
Recognition
Coming soon