<ul data-eligibleForWebStory="false"><li>Savvy Wealth, a digital-first platform for financial advisors, raised $72 million in a Series B funding round led by Industry Ventures.</li><li>Former LPL Financial CEO Mark Casady participated in the funding round and joins Savvy's Board of Directors to help modernize human-centered financial advice.</li><li>The funding will be used to accelerate technology development, hire technical talent, and expand recruitment of independent advisors, with a focus on AI solutions for personalized client experiences.</li><li>Savvy has experienced significant growth, onboarding top talent, and reaching over $2 billion in assets under management as it aims to become a modern wealth management platform.</li></ul>

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

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