Savvy Wealth Revenue

Financial Services • Manhattan, New York, United States • 101-200 Employees

Savvy Wealth revenue & valuation

Annual revenue	$8,200,000
Revenue per employee	$49,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$26,300,000
Total funding	$98,500,000

Key Contact at Savvy Wealth

Ritik Malhotra

Founder & Ceo

Company overview

Headquarters	Manhattan, New York, United States
Website	savvywealth.com
NAICS	52
Keywords	Tax Planning, RIA, Family Office, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Alternative Investments, Estate Planning, Investment Services, Investment Management, Trust & Estate, Foundations & Endowments, Small Business Tax, Direct Indexing, 401K For Businesses, Education Panning
Founded	2021
Employees	101-200
Socials

Savvy Wealth Email Formats

Savvy Wealth uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@savvywealth.com), used 56.1% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@savvywealth.com	56.1%
{first initial}.{last name}	j.doe@savvywealth.com	33.3%
{first name}	john@savvywealth.com	10.6%

About Savvy Wealth

➡️ Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients. Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Manager

Entry

Senior

Employees by Department

Savvy Wealth has 117 employees across 11 departments.

Departments

Number of employees

Funding Data

Explore Savvy Wealth's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount
2022-12-10	4	$11,000,000
2024-09-05	4	$15,500,000
2025-08-02	5	$72,000,000

Funding Insights

$98,500,000

Total funding amount

$72,000,000

Most recent funding amount

Number of funding rounds

Savvy Wealth Tech Stack

Discover the technologies and tools that power Savvy Wealth's digital infrastructure, from frameworks to analytics platforms.

Vimeo

Video players

Swiper

JavaScript libraries

Hotjar

Analytics

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Google Ads

Advertising

HTTP/3

Miscellaneous

HSTS

Security

Calendly

Appointment scheduling

Webflow

Page builders

Google Analytics

Analytics

Frequently asked questions

Savvy Wealth is located in Manhattan, New York, US.

Savvy Wealth generates an estimated annual revenue of $8,200,000. This revenue figure reflects the company's market position and business performance in its industry.

Savvy Wealth has an estimated valuation of $26,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Savvy Wealth was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Savvy Wealth has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Savvy Wealth has raised a total of $98,500,000 across 3 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Savvy Wealth

Ritik Malhotra

Founder & Ceo

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