Savvy: Raises $7.3 million
- Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software
- Announced that it closed on $7.3M in seed funding co-led by Index Ventures and Thrive Capital
- Additional investors in the round include the founders of ICONIQ, Plaid, Instacart, Figma, Opendoor, Flexport
- Formed to address the lack of technology adoption and fragmentation of services in the wealth management
- Holistic platform enables growth opportunities at every point for wealth managers
- The team will aim to expand its digital platform to further improve the quality of client service
