Total Funding
67
61
Total FundingSeries B raised
Growth Score
-7 pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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18983
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors.
- Ritik Malhotra: Founder and CEOPast Role: Elph Network, Co-Founder & CEO
- Muller Zhang: Co-Founder & CTO
About the Company
Savvy Wealth is a technology-enabled wealth management firm that provides a digital-first platform for financial advisors centered around optimizing human financial advice. With this platform, financial advisors utilize its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing
automation.
