
Savvy Wealth Brings the AI Rollup to Wealth Management
The company just raised a $72m Series B round led by Industry Ventures
The company just raised a $72m Series B round led by Industry Ventures
Davidson brings industry chops, having previously led Morningstar’s data and analytics division
They’re building AI personas modeled on the language and experience of the experts who train
“The life sciences industry has been ripe for this kind of transformation…”
“AI factories can flex when the grid is tight, and sprint when users need them
They just raised a further $15 million to expand their platform
“Today’s buyers want to self-educate and avoid talking to vendors until the very end of
The banking sector offers fertile ground for AI, thanks to its vast data sets and
“We’re building the solution I wish I had”
Garber envisions a platform where employees can access a Salesforce-like dashboard for suppliers