Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72 million Series B funding round, led by Industry Ventures, a venture capital firm focused on private technology investments. Savvy will leverage the fresh funding to accelerate its core technology offering, hire top technical talent and expand recruitment of independent advisors and advisory teams to its affiliate registered investment advisor (RIA), Savvy Advisors. The firm will also accelerate the development of artificial intelligence (AI) solutions to build personalized knowledge bases on each client, providing predictive, real-time intelligence tailored to individual financial profiles and needs. Ritik Malhotra, Founder and CEO of Savvy Wealth. “At Savvy, we’re embedding AI inside the core of our CRM and advisor-facing tech stack to ‘10x’ their capabilities – unlocking predictive, real-time insights that strengthen human relationships. As modern advisors continue to choose independence, Savvy’s boutique culture, cutting-edge technology and full-service platform offers them a welcome home where their voice matters.” Recently surpassing $2 billion in assets under management, Savvy continues to build upon the sophistication of its offering, which includes solutions designed to meet the complex needs of high-net-worth investors. As Savvy expands its client base, it plans to evolve into a modern wealth management platform that offers more premium services to vertically integrate all of an individual or family’s financial needs.