Profile
Corporate information
Official name
Savvy Wealth Inc
Registration country
Official name
Savvy Wealth Inc
Registration country
Investment activity status
Active investor
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
Funding rounds
Seed USD 7,300,000
USD 7,300,000 (24 Feb 2022)
| Investor | Profile | Country | Notes | |
|---|---|---|---|---|
|
Index Ventures Management SA | Venture capital firm | Switzerland | Initial investment. Led the round. |
|
Thrive Capital Partners Inc | Private equity and venture capital investment firm focused on media and internet investments. | United States | Initial investment. Led the round. |
|
A* Capital | Initial investment. Round participant. | ||
|
BoxGroup Ventures LLC | Early-stage venture capital fund investing in innovative tech startups, focusing on software, e-commerce, AI, and biotech. | United States | Initial investment. Round participant. |
|
|
GFC | Initial investment. Round participant. | ||
|
Jordan Park Group | Initial investment. Round participant. | ||
|
|
Operator Partners LLC | United States | Initial investment. Round participant. |
Cap Table
Current and past shareholders
| Investor | Contacts | Round | |
|---|---|---|---|
|
|
A* Capital |
Seed | |
|
|
BoxGroup Ventures LLC Early-stage venture capital fund investing in innovative tech startups, focusing on software, e-commerce, AI, and biotech. |
Seed | |
|
|
GFC |
Seed | |
|
|
Index Ventures Management SA Venture capital firm |
Seed | |
|
|
Jordan Park Group |
Seed | |
|
|
Operator Partners LLC |
281-923-9417 |
Seed |
|
Position Ventures LLC |
N/A | |
|
|
Thrive Capital Partners Inc Private equity and venture capital investment firm focused on media and internet investments. |
309-453-7245 |
Seed |