New York based platform for financial advisors raised $15.5m in Series A funding led by Canvas Ventures.
As advisors increasingly pursue independence, we see a strong opportunity to partner with those who want to provide their clients with a modern, tech-driven experience. The human relationship between advisors and their clients is what matters most, and advisors need more time to focus on high-value activities.
https://fintech.global/2024/08/06/savvy-wealth-raises-15-5m-to-revolutionise-wealth-management-tech/