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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

Leadership

5
+ 1 more people (board, observers, advisors) · free account shows everyone

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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.

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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
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Contact database
Verified contact details, revealed on demand

4 of the people at Savvy (New York) have a verified contact on file. Plus members reveal 10 contacts a month, Pro members 200.

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