Key facts
- Savvy (New York)’s last known valuation is $210.0M (Jul 2025).
- It has raised $105.6M; the latest was Early Stage VC ($72.0M) in Jul 2025.
- Notable investors include Alumni Ventures, BoxGroup, Global Founders Capital, Index Ventures, Operator Partners — 18 tracked in total.
- Status: Privately Held (backing).
Leadership
- Alice YuHead of Finance and Business Operations
- Amir Har-ElChief Operating Officer
- Anshul SharmaChief Investment Officer
- David WeinerChief Growth Officer
- ·The complete investor list — 18 names
- ·Watchlist + deal alerts for Savvy (New York)
- ·The full record, as it builds
Funding rounds
No funding rounds for Savvy (New York) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
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
- Website
- savvywealth.com/
- Ownership
- Privately Held (backing)
Savvy (New York) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Savvy (New York) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Savvy (New York) in its N-PORT filings yet. We sweep new filings monthly.