Modernizes financial advisory by delivering integrated software tools that enhance client services and operational efficiency.
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Overview
Savvy Wealth modernizes human financial advice by offering a digital-first platform that empowers financial advisors with integrated tools for client engagement, portfolio management, and automated workflows. The company enhances advisor efficiency and growth by combining in-house software, AI-enhanced CRM, marketing support, and back‑office services under a single cohesive system.
Savvy Wealth Funding
Sign up to gain insights into Savvy Wealth funding history, including the funding round, time period, and amount raised.
| Financing Round | Date | Amount | Price per share | Valuation |
|---|---|---|---|---|
| Round | Date | Amount | PPS | Valuation |
| Series C | Jul 02, 2025 | 52M | ||
| Series A | Aug 05, 2024 | 25K | ||
| Series A | Aug 05, 2024 | 11M | ||
| Series B | Aug 05, 2024 | 16M | ||
| Series Seed | Nov 14, 2022 | 5K | ||
| Series Seed | Nov 14, 2022 | 15K | ||
| Series Seed | Nov 14, 2022 | 25K | ||
| Series Seed | Nov 14, 2022 | 7M |
Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market
Buy
Sign up to view historical trading trends and place an offer.
Sell
Understand share pricing, list anonymously, and benefit from transparent fees.
Savvy Wealth Management Team
Investors
Figma
Flexport
Thrive Capital Partners
Index Ventures
Instacart
Industry Ventures
Vestigo Ventures
EPIQ
The House Fund
Euclidean Capital
Brewer Lane Ventures
ICONIQ
Opendoor
Canvas Ventures
Plaid
Newfront
Savvy Wealth Valuations & Financials
View real-time NPM data on Savvy Wealth stock including daily Savvy Wealth stock price estimates, valuation history, and historical share price information. Access Savvy Wealth financing rounds, secondary trade levels, cap table data, and private company comparable transactions. Use NPM's private company valuation database to track Savvy Wealth pricing across six independent market signals. Looking for private company due diligence data sources on Savvy Wealth? Get in touch to learn more.
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FAQ
We have answers
Savvy Wealth stock does not trade on public stock exchanges. Savvy Wealth stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Savvy Wealth stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Savvy Wealth Stock does not trade on public stock exchanges. In order to sell Savvy Wealth shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Savvy Wealth does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the NPM Data and Intelligence database from Nasdaq Private Market, you can view Savvy Wealth share price and other valuable private market data.
Read more about secondary market private company stock prices:
There is no ticker symbol for Savvy Wealth stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.
Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Savvy Wealth stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Savvy Wealth stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Savvy Wealth is a private company and has not had an IPO. There is currently no Savvy Wealth IPO price. Get started to begin exploring the Nasdaq Private Market Data and Intelligence database and gain access to actionable data related to Savvy Wealth IPO.
Learn more about Data and Intelligence private company stock data for institutional investors on the on the NPM Data and Intelligence Product Page.
