$72M Series B to supercharge human advice
Led by Industry Ventures with backing from Mark Casady (Vestigo Ventures, former LPL Financial CEO) to build the most advisor-centric platform in wealth management.
INVESTORS





















Why it matters?
19 hours
per week saved on manual workflows
$2B+
AUM
Up to
30%
more client facing time

"Savvy can make a good advisor great, and a great advisor scale."

Brian Boswell, CFP®
Wealth Advisor at Savvy, CERTIFIED FINANCIAL PLANNER™
"Savvy is different because they view me as the client — not my client as the client — and from my perspective, that's hugely important."

Joshua Barone
Principal Wealth Manager at Savvy
What our new Series B funding fuels
More Innovative Products
Direct indexing, AI-powered meeting summaries, automated investment proposals, intelligent client tasks—all on a single login.
Scaled White Glove Support
We’re doubling our service teams, including Client Servicing and Marketing, so advisors spend the day with clients, not paper or spreadsheets.
Family Office Access
Tax, estate, lending and private-market access—no wirehouse overhead required.
Mark Casady joins Savvy’s board
LPL's CEO from 2002-2017
“Savvy pairs Silicon-Valley tech with the advisor-first culture I spent 15 years building at LPL. That combination will reshape the industry.”

Mark Casady
Former LPL CEO / Series B Investor in Savvy
Read 'The Empowered Advisor'