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
No prints on record
No secondary trades in Savvy (New York) shares have been recorded yet. When market activity lands it appears here as monthly aggregates and, for platform-recorded trades, dated prints.
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·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
Secondary marks are indicative month-end price levels observed across secondary-market trading venues — a level, not a trade — and are the market input to the PrivateMarketView mark. Private share prices aren’t published anywhere. Aggregate figures combine multiple reporting channels — direct participant reports, platform transactions, third-party market intelligence — at monthly granularity. Individually dated prints are a Pro feature and are shown only for transactions recorded on our own platform. Third-party-reported trades are never republished individually, at any tier. Verified prints (✓) have been confirmed against a second source. Prints marked SPV or Forward reflect the structure’s pricing, which can differ from direct share transfers of Savvy (New York) stock.
