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Savvy secures $72 million in Series B funding to expand its AI-driven wealth management platform designed for financial advisors. The firm has grown to $2.2 billion in assets under management in under three years without relying on mergers or acquisitions. Its technology enables advisors to increase client engagement, scale operations, and streamline back-office tasks.
Why Everyone’s Talking About Savvy Right Now
Savvy has secured $72 million in Series B funding to expand its advisor-first platform that integrates AI into wealth management operations. The round was led by Industry Ventures, signaling significant investor confidence in the firm’s approach to modernizing the advisor experience. Founded on the principle of reducing operational burdens for financial advisors, Savvy has centered its development on tools that prioritize efficiency, autonomy, and client service.
Since its inception, the company has implemented over 200 advisor-driven product improvements, some of which reportedly save up to 19 hours per week. The firm manages $2.2 billion in assets under management (AUM), having achieved that figure in just under three years without relying on acquisitions or mergers. Savvy’s strategy reflects a commitment to building its platform from first principles, focusing entirely on the advisor’s needs rather than legacy infrastructure or rapid consolidation.
Inside the $72 Million Series B Round: Who’s Backing Savvy and Why
The $72 million Series B places Savvy among the top 25% of Series B valuations in 2025. The company also ranks in the top 10% for speed between Series A and Series B rounds and the top 15% in round size.
This capital raise marks a significant milestone in Savvy’s growth trajectory, further backing its advisor-centric platform. With strong fintech and wealth industry support, the funding reinforces investor confidence in Savvy’s ability to scale without compromising its core operating principles. The firm plans to use the funding to deepen platform capabilities and enhance AI-enabled features that streamline advisor workflows.
What Makes Savvy Different From Traditional Wealth Platforms
Savvy’s business model rejects the standard industry practice of growth through mergers and acquisitions. Instead, the platform has built its operations organically, prioritizing technology development based on advisor feedback. This method has allowed Savvy to maintain full control over the user experience and platform evolution.
In 2024, the company achieved 433% year-over-year growth in AUM, significantly outpacing competitors like Schwab’s leading RIA averages, which hover around 15%. Savvy began managing client assets in August 2022 and has scaled to over $2.2 billion in AUM in less than three years.
Key differentiators include:
- No reliance on legacy infrastructure
- Fully integrated “business-in-a-box” platform
- Technology built from scratch, focused entirely on advisor needs
This Is How Savvy Uses AI to Give Advisors Superpowers
Savvy’s approach to AI is grounded in augmenting human advisors rather than replacing them. The firm compares its AI tools to an Iron Man suit—enhancing advisor capabilities without removing the human element.
Key AI-driven features include:
- Automated Investment Proposals: Generated in minutes based on a client’s risk profile
- Service Calendar: Sends automated alerts for tasks like tax planning and education funding
- Savvy OS: Combines CRM, marketing, compliance, and investment management into one dashboard
These tools are designed to reduce repetitive back-office tasks and improve overall decision-making speed, allowing advisors to dedicate more time to client engagement.
Recommended: Ramp Secures $200 Million To Expand Its AI-Powered Financial Operations Platform For 40,000 Companies
Why Advisors Are Choosing Savvy to Scale Their Practice
Advisors using the platform report clear, quantifiable results in operational efficiency and client capacity. Based on internal data, Savvy enables:
- Up to 30% more time spent on client-facing activities
- 20% client book growth within 12 months
- Ability to manage up to 50% more client households
By reducing the burden of compliance, paperwork, and portfolio management administration, the platform frees advisors to focus on relationship building and business expansion. The integrated nature of the tools provides a single point of access to functions that would otherwise require multiple systems or manual processes.
The Human Touch Isn’t Dead—It’s Just Enhanced by AI
Savvy’s leadership is clear in its stance: AI enhances, but does not replace, human connection. Drawing from research, including data from Vanguard, the firm argues that clients consistently prefer human advisors when it comes to empathy, trust, and understanding.
Areas where human advisors outperform digital tools include:
- Making clients feel understood
- Providing emotional support during market volatility
- Reinforcing financial discipline to avoid reactive decisions
Savvy’s platform complements these human strengths by removing time-consuming tasks. This allows advisors to spend more time on client conversations, custom strategies, and life event planning—areas where personal interaction has proven long-term value.
What This Means for the Wealth Management Industry
The industry is undergoing significant change, accelerated by AI and shifting advisor expectations. According to Tiburon, more than 3,300 advisors are projected to go independent annually through 2027. Independent RIAs are currently outpacing wirehouse growth nearly 6 to 1.
Savvy’s success aligns with these trends. By offering the infrastructure, technology, and operational support advisors need, it caters directly to professionals seeking control over their practice without sacrificing scalability.
Traditional firms—such as Morgan Stanley and JP Morgan—face slower adaptation cycles due to reliance on legacy systems and broader organizational complexity. Savvy’s ability to build and iterate quickly offers a contrast to these incumbent models.
Why Savvy’s Bet on AI and Human Advisors Is Paying Off
Savvy’s rapid rise in AUM, product development cadence, and user adoption underscores the relevance of its model in today’s advisory landscape. Rather than viewing AI as an end goal, the company sees it as a tool to restore time and capacity to human advisors.
The platform’s advisor-led development process, lean infrastructure, and focus on meaningful human interactions have contributed to measurable business outcomes. Backed by $72 million and growing traction, Savvy is reinforcing its commitment to building tools that support—not replace—the people at the center of wealth management.
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