Premier Alternatives

Savvy (New York)

New York, NY · Founded 2021 · Privately Held (backing)

Developer of a wealth management platform designed to support personalized financial planning through advisor collaboration. Savvy (New York) is based in New York, NY and was founded in 2021. It was valued at $600 million at its Series C in Sep 2026, the last priced event on record. It has raised $106 million across 1 recorded round; the latest was a $100 million Series C in Sep 2026.

PMV mark · valuation
$600.0M
Oct 2026
Priced at
its Series C
Sep 2026
Total raised
$105.6M
Last round
Series C
Sep 2026

Savvy (New York) key facts

as of Oct 2026
  • Developer of a wealth management platform designed to support personalized financial planning through advisor collaboration.
  • Savvy (New York) is valued at approximately $600.0M as of Oct 2026, set at its Series C, Sep 2026; nothing has traded since, per PrivateMarketView’s mark.
  • It has raised $105.6M across 1 recorded rounds; the latest was Series C ($100.0M) in Sep 2026.
  • Notable investors include Alumni Ventures, BoxGroup, Global Founders Capital, Index Ventures, Operator Partners — 18 tracked in total.
  • Status: Privately Held (backing).
PrivateMarketView mark
MEDIUM confidence
$600.0M

Valued at $600.0M at its Series C, Sep 2026. Nothing has traded since.

set by its last priced roundas of Oct 2026question about this number?
Free account
More of Savvy (New York) with a free account
  • ·The post-money valuation on its round
  • ·The complete investor list: 18 names
  • ·Watch Savvy (New York): the Monday email on marks, rounds and moves
Create free account
No card required

Membership and data by Private Market View

Savvy (New York) funding rounds

1 rounds
Sep 2026Series C$100.0M▮
Full funding history →

Savvy (New York) leadership

Savvy (New York) valuation

Savvy (New York) was valued at $600 million at its Series C in Sep 2026. That is the last priced event on record: no secondary trade or institutional fund mark has moved the figure since.

Recent activity

In the last 90 days, Savvy (New York)'s record added 1 funding round.

How much has Savvy (New York) raised?

Savvy (New York) has raised $106 million across 1 recorded round since 2026. The largest was a $100 million Series C in Sep 2026. 1 of the rounds disclosed a post-money valuation.

Savvy (New York) investors

18 investors are on record for Savvy (New York), including Alumni Ventures, BoxGroup, Global Founders Capital and Index Ventures. By type, the record holds 9 venture capital firms, 1 family office and 1 asset manager. The Series C in Sep 2026 drew 10 investors.

Who runs Savvy (New York)

6 people are listed on the Savvy (New York) team: 5 executives and 1 advisor or observer, including Amir Har-El (Chief Operating Officer) and Alice Yu (Head of Finance). 4 of them have a verified direct contact on file.

About Savvy (New York)

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.

Sector
Financial Services
HQ
New York, NY, United States
Founded
2021
Employees
159
Ownership
Privately Held (backing)

Is this your company? Sign in with your work email to keep it current, or tell us what's wrong.