Thrive Capital Fintech portfolio in New York

Savvy Wealth is the trusted partner for independent financial advisors, combining infrastructure, service, and intelligent tools to make great advice easier to deliver.Disclosure: Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). The AI used on Savvy Wealth’s advisor platform is not intended to replace human advice. The AI technology efficiently automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The AI is not intended to interact with retail clients of Savvy Advisors, nor does the AI provide client-facing investment advice or investment decisions.

• Series B
• 248 employees
• Founded 2021

We’re on a mission to fix healthcare, starting with the 150 million Americans who rely on their employer for coverage. Nava Benefits is a modern, tech-enabled benefits brokerage empowering HR teams with technology and support to choose, manage, and optimize benefits all year long, without the spreadsheet chaos. Nava HQ is your all-in-one command center for renewals, audits, compliance, and employee support, giving you faster decisions, less admin, and better results.Since launch, we’ve helped 600+ employers and 70,000+ employees save time, control costs, and improve the benefits experience, with clients reporting 20+ hours a month in HR time savings, 8+% renewal savings, and a 97% member satisfaction rate.Our team blends benefits, insurance, and technology expertise from top brokerages, carriers, and SaaS leaders. Ranked the #1 benefits broker on G2, Nava is redefining year-round benefits support.We’re hiring leaders across engineering, marketing, customer success, and benefits consulting to help us fix healthcare, together.

• Series C
• 148 employees
• Founded 2019

D1 Capital Partners L.P. is a global investment firm that deploys capital in both public and private markets. D1 was founded in July 2018 by Daniel Sundheim. The firm invests on behalf of investors globally, including endowments and foundations, family offices, sovereign wealth funds, outsourced CIOs, hospitals and pensions. D1 has a fundamental and research-intensive investment strategy with a focus on medium to long-term returns. Its research centers on the consumer, business services, financial services, healthcare, industrials, real estate and technology, media and telecom sectors. Geographically, investments are generally in North America, Western Europe, Japan, and China. Most of the firm’s capital is deployed in publicly traded equities as well as equity derivatives, convertibles and other fixed income instruments. The private equity strategy is opportunistic and primarily later-stage, non-control stakes in companies raising capital for expansion.

• 94 employees
• Founded 2018

Ambrook's mission is to build a more prosperous and resilient future for America's family-run businesses. We're starting with accounting tools to help businesses manage finances, improve margins, and stay independent.

• Series A
• 59 employees
• Founded 2020

Modern Life is an AI-driven insurance brokerage helping everyone protect what matters most. Our platform empowers today’s advisors with advanced technology and expert underwriting support to help them serve their clients faster, more easily, and more confidently.

• Series A
• 55 employees
• Founded 2021