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Savvy stock

Savvy Stock

FinTech

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Founded: 2021Funding to Date: $186.2Mhttps://www.savvywealth.com

Developer of a wealth management platform designed to support personalized financial planning through advisor collaboration. The company's platform offers a wide range of financial planning services, including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, and net worth tracking, enabling clients to manage finances with clarity and organization.

Notable investors include:
Thrive Capital logo
Index Ventures logo
Other investors include:

Allianz Life Ventures, Industry Ventures, Vamsi Yadlapati, Ryan Smith, Position Ventures, Brewer Lane Ventures, Jordan Park Group, A*, The House Fund, Vestigo Ventures.

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Management Team

David WeinerChief Growth Officer
Amir Har-ElChief Operating Officer
Eric HurkmanChief Technology Officer
Alice YuSenior Director of Finance
Anshul SharmaChief Investment Officer
Vamsi YadlapatiAdvisor
Ritik MalhotraCo-Founder & Chief Executive Officer

Board Members

Mark CasadyBoard Member
Rebecca Lynn JDBoard Member

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