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Recently Funded|Amount: USD 26.5M|Industry: Financial Services

Breaking News: Savvy Wealth Secures $26.5 Million in Series A Funding to Revolutionize Retirement Planning

Savvy Wealth

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Savvy Wealth is thrilled to announce that it has successfully raised $26.5 million in its latest funding round, a significant milestone that will enhance its commitment to transforming the retirement planning landscape. Specializing in goal-focused, evidence-based investing, Savvy Wealth has been devoted to helping individuals achieve extraordinary retirements through tailored wealth management solutions, KiwiSaver assistance, and comprehensive retirement planning. With this new capital, the company aims to further innovate its offerings, developing advanced tools and resources that empower clients to make informed financial decisions and secure their financial futures. The funding will also facilitate the expansion of Savvy Wealth's team of expert advisors and investment professionals, allowing the company to better serve its growing clientele. As the demand for personalized retirement strategies continues to rise, Savvy Wealth is dedicated to ensuring that each client receives the attention and guidance they deserve. By leveraging cutting-edge technology and data-driven insights, Savvy Wealth is poised to elevate the retirement planning experience, making it more accessible and effective for all New Zealanders. This exciting development underscores Savvy Wealth's vision of creating a financially secure future for everyone, while reinforcing its reputation as a trusted leader in the wealth management industry. To learn more about how Savvy Wealth is redefining retirement planning and to schedule a discovery meeting, visit their website today. For important information regarding their services, please refer to the disclosure statement linked on their site.
August 5, 2024

Buying Signals & Intent

Our AI suggests Savvy Wealth may be interested in solutions related to:

  • Financial Planning Services
  • Investment Solutions
  • Insurance Products
  • Retirement Funds
  • Tax Advisory Services

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