Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directors

The AlleyWatch Startup Daily Funding Report: 7/2/2025 – AlleyWatch

The latest venture capital, seed, pre-seed, and angel deals for NYC startups for 7/2/2025 featuring funding details for SAMA Fertility, Saavy Wealth, and much more. This page will be updated throughout the day to reflect any new fundings. Saavy Wealth – $72M Series B WEALTH MANAGEMENT Saavy Wealth, a next-generation wealth management platform, has raised $72M in Series B funding led by Industry Ventures. Founded by Muller Zhang and Ritik Malho…

WealthTech Savvy Wealth bags $72m Series B funding

Savvy Wealth raises $72m to expand AI-powered advice for advisers. Discover how it shapes the future of WealthTech today.

Savvy Wealth Raises $72M, Adds Mark Casady to Board of Directors

Savvy Wealth, a technology platform provider to RIAs, announced the closing of a $72 million Series B funding round led by venture capital firm Industry Ventures.