$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'
Advisor spotlight
20% client book growth in 12 months
“Savvy’s AI now builds my task list before I leave a client meeting. With Savvy, I was able to grow my book by 20%, without needing to add staff.”
Brian Boswell
Wealth Manager, Georgetown, TX
Same Day Product Feedback Loop
“At Savvy, stuff that took months at my prior firm now takes only days”
Joshua Barone
Principal Wealth Manager, Reno, NV
Up to 19 hours saved per week
“To know that I don't have to go back and spend time putting all of my notes into Savvy’s system, and Savvy’s AI has captured the essence, even the mood, of the meeting — that's incredibly powerful tools”
Cindy Alvarez
Wealth Manager, Littleton, CO
Join us
