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Savvy Wealth, a digital wealth management service for financial advisors, raised a $72M Series B led by Industry Ventures, taking its total funding to $100M+ (Davis Janowski/Wealth Management) from Techmeme RSS feed.
Savvy Wealth, a digital wealth management service for financial advisors, raised a $72M Series B led by Industry Ventures, taking its total funding to $100M+ (Davis Janowski/Wealth Management)
Davis Janowski / Wealth Management:
Savvy Wealth, a digital wealth management service for financial advisors, raised a $72M Series B led by Industry Ventures, taking its total funding to $100M+ — The AI-driven, automation-focused platform provider has attracted advisors to its RIA unit at a steady clip as well.