Where does Savvy (New York)'s cap table come from?

Share classes are assembled from certificates of incorporation, priced-round filings, and disclosures across Savvy (New York)'s 1 recorded funding rounds.

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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

Cap table — not yet on record

Savvy (New York)'s share-class structure hasn't surfaced in our sources yet. Cap tables are assembled from certificates of incorporation, round filings, and disclosures as they land.

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Frequently asked about Savvy (New York)

Where does Savvy (New York)'s cap table come from?: Share classes are assembled from certificates of incorporation, priced-round filings, and disclosures across Savvy (New York)'s 1 recorded funding rounds.