WealthTech Savvy Wealth bags $72m Series B funding

July 2, 2025

Savvy Wealth, a digital-first platform for financial advisors focused on modernising human-centred financial advice, has closed a significant funding round to expand its technology and services.

The company has raised $72m in a Series B funding round led by Industry Ventures. New investors include Vestigo Ventures, founded by former LPL Financial CEO and chairman Mark Casady, who has joined the Savvy Wealth board, and Euclidean Capital.

Existing investors Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures and former Focus Financial executive Vamsi Yadlapati also participated, bringing the firm’s total funding to over $100m.

Savvy Wealth offers an integrated platform for financial advisors, combining purpose-built technology with a human-led approach to modernise wealth management. Its platform enables advisors to scale revenue faster while spending more time with clients, supporting areas such as personalised investment management, financial planning, estate planning and high-yield cash management.

The new capital will be used to accelerate Savvy Wealth’s core technology development, hire technical talent and increase recruitment of independent advisors to its RIA, Savvy Advisors. The firm will also enhance its artificial intelligence capabilities, using AI to build personalised knowledge bases and deliver predictive, real-time insights that support deeper client relationships.

In addition to its technology expansion, Savvy Wealth has seen rapid growth, adding nearly $500m in assets during 2025 and achieving 500% AUM growth since early 2024.

The firm recently surpassed $2bn in assets under management and continues to expand its high-net-worth client services.

Savvy Wealth founder and CEO Ritik Malhotra said, “AI is disrupting financial advice, but not in the way that many have predicted. Rather than replacing advisors, it’s amplifying their ability to deliver highly personalized and deeply human client experiences.

“At Savvy, we’re embedding AI inside the core of our CRM and advisor-facing tech stack to ‘10x’ their capabilities – unlocking predictive, real-time insights that strengthen human relationships. As modern advisors continue to choose independence, Savvy’s boutique culture, cutting-edge technology and full-service platform offers them a welcome home where their voice matters.”