Overview
Savvy Wealth, based in New York, United States, has raised $72M in a Series B round on July 2, 2025, with participation from Industry Ventures. The company experience wealth management, redefined. The round will be used to accelerate product development, expand the team, and scale go-to-market operations.
Operating in the financial services sector, Savvy Wealth is positioned to capitalize on growing demand for innovative solutions in this space. The company was founded in 2021 by Ritik Malhotra. Ritik brings deep domain expertise and a track record of execution that attracted investor confidence in this round. With fresh capital, the company is expected to invest heavily in R&D and talent acquisition, signaling a period of aggressive growth ahead.
Market Outlook
This funding positions Savvy Wealth as one to watch in the financial services landscape. As the company scales, it will likely become an increasingly attractive partner — and customer — for B2B vendors looking to sell into well-funded, growth-stage companies. The post-raise window of 60-90 days is typically when startups are most receptive to new tools, services, and partnerships.
Why contact Savvy Wealth now
Savvy Wealth just closed $72M in Series B funding — which means they're actively scaling their team, upgrading their tech stack, and looking for vendors who can help them move fast. Companies at this stage typically make purchasing decisions within 60-90 days of closing a round. If you sell to financial services companies, this is your window to reach out before competitors do.
Founders & Contacts
Investors
Company Facts
| Company | Savvy Wealth |
| Amount Raised | $72M |
| Funding Round | Series B |
| Date Raised | July 2, 2025 |
| Founded | 2021 |
| Industry | Financial Services |
| Founders | Ritik Malhotra |
| HQ Location | New York, United States |
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