| Date | Title | Description |
| 13.09.2026 | Savvy Wealth Secures $100M Series C to Transform Independent Wealth Management | Savvy Wealth closed a $100 million Series C funding round. The AI-native registered investment advisor empowers independent financial professionals. Halo Fund led the oversubscribed investment. Total funding now exceeds $200 million. This c... |
| 09.09.2026 | Venture Capital & Startup Funding Roundup, September 9, 2026: Coatue, Andreessen Horowitz, Greylock, Kleiner Perkins, Sequoia & More | Venture capital’s center of gravity today isn’t in one neat category called AI. It is moving toward companies that control high-value workflows: legal work, sales, wealth management, cybersecurity, industrial production and even weather-ris... |
| 09.09.2026 | Savvy Wealth Closes $100M Series C |
NEW YORK, NY, Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, announced the successful close of its $100 million Series C funding round.
>> Click here for more funding data on Savvy ... |
| 09.09.2026 | Savvy Wealth Raises $100M to Expand AI Wealth Platform | Savvy Wealth Raises Major Series C Funding
Savvy Wealth has raised $100 million in Series C funding. The AI-native registered investment adviser is focused on independent financial advisors. Halo Fund led the oversubscribed round. The inves... |
| 09.09.2026 | Wint Raises $36M to Expand AI Water Intelligence | Wint Raises Series D to Scale Water Intelligence
Wint has raised $36 million in Series D funding to expand its water intelligence platform. The round was co-led by LIP Ventures and Inven Capital. Wint plans to use the capital to accelerate ... |
| 01.07.2026 | Daily Stock Market Live
Dow jumps nearly 600 points to record close; Nasdaq slides as chip stocks suffer: Live updates | The Dow Jones Industrial Average scaled to record highs on Thursday as investors reacted to a weaker-than-expected nonfarm payrolls report for June, while the Nasdaq Composite languished as semiconductors struggled once again.
The 30-stock ... |
| 16.07.2025 | Альтернативная инвестиционная платформа iCapital привлекла $820 млн при оценке в $7,5 млрд | Основанная в 2013 году в Нью-Йорке, iCapital на сегодняшний день суммарно привлекла более $1,5 млрд, согласно данным Crunchbase.
Новый раунд возглавили SurgoCap Partners и фонды под управлением T. Rowe Price Associates и T. Rowe Price Inves... |
| 09.07.2025 | Top 10 Startup and Tech Funding News – July 9, 2025 | It’s Wednesday, July 9, 2025, and we’re back with your daily tech funding news, tracking where venture capital is flowing and which startups are getting a serious vote of confidence from investors around the world.
Today’s roundup is packed... |
| 08.07.2025 | Savvy Wealth Fuels Future of Finance with $72 Million Boost | Savvy Wealth clinched $72 million in Series B funding. This propels its total capital past $100 million. Industry Ventures spearheaded the investment round. The digital platform now nears $2 billion in managed assets. Funds drive aggressive... |
| 03.07.2025 | Savvy Wealth: $72 Million Raised For Financial Advisor Platform | Savvy Wealth – a digital-first platform for financial advisors centered around modernizing human financial advice, announced the closing of a $72 million Series B funding round, led by Industry Ventures. The funding round attracted new inve... |
| 03.07.2025 | Savvy Wealth Completes $72M Series B Round |
NEW YORK, NY, Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, has announced the successful close of a $72 million Series B funding round.
>> Click here for more fundin... |
| 02.07.2025 | Savvy Wealth raises $72 million | Wealth management startup Savvy Wealth Savvy Wealth
Founded: 2021
Headquarters: New York, New York, United States
Total Funding: $33.8M
See full company profile "> announced $72 million in Series B funding led by Industry Ventures, ... |
| 02.07.2025 | Savvy Wealth Raises $72 in Series B Funding | Savvy Wealth, a NYC-based provider of a digital-first platform for financial advisors centered around optimizing human financial advice, raised $72M in Series B funding.
The round was led by Industry Ventures, with participation from Vestig... |
| 05.09.2024 | Financial Planning announces the nine winners of its inaugural Innovation Awards | Financial Planning Innovation Awards 2024
Honorees of the recognition program will be celebrated in Las Vegas at Financial Planning's new ADVISE AI conference, where one tech firm winner and one wealth management firm winner will be reveale... |
| 13.08.2024 | Savvy Wealth: A New Dawn in Financial Advisory | In the bustling streets of New York, a quiet revolution is brewing. Savvy Wealth, a wealth management startup, has emerged as a beacon of innovation. Founded in 2021, this digital-first platform is reshaping the landscape for financial advi... |
| 13.08.2024 | Savvy Wealth Raises $26.5M to Reshape Wealth Management with Cutting-Edge Tech | The wealth management sector is undergoing a technological revolution, integrating advanced systems into its operations. This transformation promises cost reductions, innovative business models, and new revenue channels. Wealth and asset ma... |
| 12.08.2024 | Savvy Wealth: $26.5 Million (Series A) Closed To Provide Financial Advisors With Advanced AI Tools | Savvy Wealth (a digital-first platform for financial advisors centered around transforming human financial advice) announced an additional $15.5 million funding round led by Canvas Ventures. This latest funding round, which closes the compa... |
| 06.08.2024 | Savvy Wealth Completes $26.5M Series A Round |
NEW YORK, NY, Savvy Wealth, a digital-first platform for financial advisors, announced an additional $15.5 million funding round led by Canvas Ventures.
>> Click here for more funding data on Savvy Wealth
>> To export Savvy Wea... |
| 05.08.2024 | Savvy Wealth Closes $26.5M Series A Funding | Savvy Wealth, a NYC-based digital-first platform for financial advisors, raised an additional $15.5m funding.
The round was led by Canvas Ventures with participation from existing and new investors including Thrive Capital, Brewer Lane Vent... |
| 05.08.2024 | Savvy Wealth raises $15.5 million | Wealth management startup Savvy Wealth Savvy Wealth
Founded: 2021
Headquarters: New York, New York, United States
Total Funding: $18.3M
See full company profile "> has raised an additional $15.5 million as part of its Series A round... |
| 05.08.2024 | Savvy Wealth raises $15.5 million | Wealth management startup Savvy Wealth Savvy Wealth
Founded: 2021
Headquarters: New York, New York, United States
Total Funding: $33.8M
See full company profile "> has raised an additional $15.5 million as part of its Series A round... |
| 24.01.2024 | Risk vs. volatility: What's the difference | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Investing Risk vs. volatility: What's the difference
Written by Tessa Campbell; edited by Richard Richtmyer
2024-01-2... |
| 10.11.2022 | Savvy Wealth raises $11 million | Savvy Wealth, Savvy Wealth
Founded: 2021
Headquarters: New York, New York, United States
Total Funding: $18.3M
See full company profile "> a digital-first platform for financial advisors centered around “modernizing human financial ... |
| 10.11.2022 | Savvy Wealth Closes $11M Capital Raise | Savvy Wealth, a New York-based digital platform for financial advisors, raised $11M in Series A-1 funding.
The round was led by The House Fund with participation from Index Ventures, Thrive Capital, and Brewer Lane Ventures.
The company int... |
| 25.02.2022 | Savvy Closes $7.3M Seed Funding | Savvy, a New York-based wealth management company, raised $7.3M in funding.
The round was led by Index Ventures and Thrive Capital with participation from the founders of ICONIQ, Plaid, Instacart, Figma, Opendoor, Flexport, Newfront, and EP... |
| - | Savvy Wealth | “Savvy is a modern wealth management service built from the ground up explicitly designed for tech professionals.” |
| - | Savvy Wealth | “When you sign up with one of our Wealth Managers you receive a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.” |
