金融科技初创公司Savvy Wealth在A轮融资中筹集了2650万美元,计划扩大并增加其平台上的顾问. Fintech startup Savvy Wealth raises $26.5m in Series A, plans to expand and increase advisors on its platform.

金融科技初创公司Savvy Wealth帮助独立的财务顾问管理他们的业务, 在A轮融资中筹集了2650万美元, 总融资额达到3300万美元. Fintech startup Savvy Wealth, which helps independent financial advisors manage their businesses, has raised $26.5m in a Series A round, bringing its total funding to $33m. 该平台利用AI-how技术精简工作流程,提高效率,加强客户沟通。 The platform uses AI-powered tech to streamline workflows, improve efficiency, and enhance client communication. 该公司计划扩大产品和开发团队,增加平台上顾问的人数。 The company plans to expand its product and development teams and increase the number of advisors on its platform. 投资者包括Canvas Ventures、Trive Capital、Brewer Lane Ventures、Index Ventures、众议院基金和校友Ventures。 Investors include Canvas Ventures, Thrive Capital, Brewer Lane Ventures, Index Ventures, The House Fund, and Alumni Ventures.