Savvy Wealth Stock
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.
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Buy + SellSavvy Wealth Funding
Sign up to gain insights into Savvy Wealth funding history, including the funding round, time period, and amount raised.
Sign Up to Unlock the Data| Financing Round | Date | Amount | Price per share* | Valuation* |
|---|---|---|---|---|
| Series C | Jul 02, 2025 | 52.03M | ||
| Series A | Aug 05, 2024 | 25.00K | ||
| Series A | Aug 05, 2024 | 11.03M | ||
| Series B | Aug 05, 2024 | 15.68M | ||
| Series Seed | Nov 14, 2022 | 5.00K | ||
| Series Seed | Nov 14, 2022 | 15.00K | ||
| Series Seed | Nov 14, 2022 | 25.00K | ||
| Series Seed | Nov 14, 2022 | 7.08M |
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*Sample data + company shown for illustrative purposes only
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Savvy Wealth Management Team
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COO
Amir Har-El
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CTO
Eric Hurkman
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Founder, CEO
Ritik Malhotra
Savvy Wealth Major Investors
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Figma
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Flexport
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Thrive Capital Partners
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Index Ventures
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Instacart
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Industry Ventures
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Vestigo Ventures
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EPIQ
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The House Fund
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Euclidean Capital
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Brewer Lane Ventures
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ICONIQ
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Opendoor
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Canvas Ventures
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Plaid
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Newfront
Learn More About Savvy Wealth Stock
Buy Savvy Wealth Stock
01Savvy 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.
Sell Savvy Wealth Stock
02Savvy 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 Stock Price
03Savvy Wealth does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ 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:
Savvy Wealth Stock Ticker Symbol
04There 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.
Criteria to Sell Savvy Wealth Stock
05Nasdaq 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:
Criteria to Buy or Invest in Savvy Wealth Stock
06Currently, 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.
Savvy Wealth Stock Settlement
07Once 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 IPO
08Savvy 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 Tape D™ database and gain access to actionable data related to Savvy Wealth IPO.
Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.
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