COMPANY INFO
Savvy is a funded company based in Mumbai, India, founded in 2020 by Rakesh Bhatia, Sekhar Rao, and Vidur Malik. It operates as an app-based savings platform for individuals and offers solutions for financial institutions, allowing users to save money with goal-based plans and flexible withdrawal options. The company's website is www.savvyapp.in. Savvy competes in the fintech industry with 45 employees. Another company named Savvy, founded in 2004 in Dublin, Ireland by Dave Hunter, Paul Gaffney, and Eoin Whyte, operates in gift card program management and processing with the website savvyglobal.net, but it is a different entity.
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Savvy is a business and productivity software company founded in 2020 by Aizaz Nayyer, Adeel Abid, and Syed M Ali Raza. Headquartered in New York, United States, Savvy delivers innovative solutions in the business software sector, helping organizations streamline operations, boost productivity, and achieve efficient business management. The company’s leadership team brings extensive experience in strategy, finance, and digital growth, supporting Savvy’s mission to reshape how businesses operate in a digital-first world.
Savvy’s funding history reflects the company’s ambitious vision and robust growth strategy. To date, Savvy has raised a total of $106 million across 4 funding rounds since its inception. Key milestones include rapid platform development, the expansion of its advisor network, and the integration of AI-powered solutions for personalized financial advice. The company’s overall funding approach emphasizes partnering with prominent venture capital firms and strategic investors to accelerate technology development, scale advisor recruitment, and drive significant advancements in the wealth management space. Savvy’s funding rounds have attracted leading investors and provided the capital necessary to solidify its position as an AI-driven, modern financial advisory platform.
This recent Series B funding round is intended to accelerate Savvy’s core technology offering, hire technical talent, expand the recruitment of independent advisors, and advance the development of AI-driven, personalized financial advice tools. The round was led by Industry Ventures with participation from Vestigo Ventures, Euclidean Capital, Canvas Ventures, Thrive Capital, The House Fund, Brewer Lane Ventures, and Vamsi Yadlapati.
Savvy’s Series A funding round aimed to modernize wealth management through transformative AI tools, supporting the company’s plans for rapid growth and continued technology advancement. The round was led by Canvas Ventures and included Thrive Capital, The House Fund, and Brewer Lane Ventures as key participants.
The Series A-1 round helped support Savvy’s early growth and investment in platform development. Canvas Ventures, Thrive Capital, and The House Fund played significant roles as lead investors, positioning Savvy to scale its innovative solutions in the fintech industry.
Industry Ventures is a leading venture capital firm renowned for its focus on growth-stage technology companies. As the lead investor in Savvy’s Series B round, Industry Ventures plays a pivotal role in scaling the company’s core technology and expanding its advisor network.
Vestigo Ventures is a prominent fintech-focused investor that participated in Savvy’s Series B round. Their involvement underscores the company’s commitment to advancing fintech innovation and leveraging AI in wealth management solutions.
Euclidean Capital is a well-known family office and investment manager that participated in Savvy’s Series B. Their strategic financial support helps reinforce Savvy’s long-term expansion goals.
Canvas Ventures is an established early-stage venture capital firm that has invested in multiple funding rounds for Savvy, including the Series A, Series A-1, and Series B. Their consistent support highlights confidence in Savvy’s vision, product, and team.
Thrive Capital is an influential global investment fund that has backed Savvy from its early stages through multiple rounds, enabling the company’s foundational growth and technology innovation.
The House Fund is a venture capital fund focused on AI-first technology startups. As an investor across Savvy’s key rounds, The House Fund has contributed to the company’s AI-driven approach and technical talent development.
Brewer Lane Ventures is a venture capital firm specializing in fintech and insurtech investments. Their support in the Series A and Series B rounds reflects Savvy’s leadership in the fintech sector.
Vamsi Yadlapati is an individual investor who participated in Savvy’s latest funding round, aiding in the company’s mission to scale operations and integrate advanced financial advisory capabilities.
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"totalRaised": "Savvy Wealth has raised a total of $106 million over 4 funding rounds. The rounds are as follows:\n\n1. Seed Round: $7.3 million in February 2022, led by Index Ventures and Thrive Capital, for developing the initial platform and expanding the team.\n2. Series A: $11 million in November 2022, led by The House Fund, to enhance the technology platform and sales and marketing automation.\n3. Series A-1: $15.5 million in August 2024, led by Alumni Ventures and Canvas Ventures, to onboard new financial advisors and roll out a direct-to-consumer acquisition model.\n4. Series B: $72 million in July 2025, led by Industry Ventures, with participation from Vestigo Ventures and others, aimed at accelerating core technology, hiring technical talent, expanding the network of independent advisors, and developing AI solutions for personalized financial advice.\n\nKey investors across rounds include Industry Ventures, Vestigo Ventures, Canvas Ventures, Thrive Capital, The House Fund, Alumni Ventures, and others. The latest funding date is July 2, 2025.\n\nThis funding supports Savvy Wealth's mission to modernize wealth management with AI-augmented, human-centered financial advice and expand its platform and advisor network."
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