Savvy Wealth Revenue, Valuation, Funding & Investors

Affinity is a San Francisco-headquartered relationship intelligence platform enhancing CRM for venture capital and private equity firms. The AI-driven tool maps contact networks, surfaces introductions, and automates pipeline updates. Used by over 500 funds including Sequoia and Andreessen Horowitz, Affinity processes millions of data points daily from emails and calendars.

Chili Piper is a Brooklyn-headquartered sales acceleration platform automating meeting bookings for revenue teams worldwide. Founded in 2016, its core products include CPQ Go for instant demo scheduling post-form submission and Piper.ai for AI-driven lead routing based on territory rules and rep availability. Integrated with HubSpot, Salesforce, and Marketo, it handles inbound leads from webinars, ads, and events, reducing time-to-meeting from days to seconds. Over 500 customers such as OpenView and Drata rely on its tools for pipeline velocity.

Postscript is a Toronto-headquartered e-commerce SMS marketing platform integrated with Shopify, BigCommerce, and Magento. The service enables brands to send automated text campaigns for abandoned carts, shipping updates, and promotions, featuring segmentation tools and A/B testing. Postscript provides real-time analytics on delivery rates, open rates, and revenue attribution. Adopted by over 30,000 DTC merchants including Brooklinen and Glossier, it processes billions in attributed sales annually. Founded in 2018, the company expanded into MMS capabilities and international markets including Canada, UK, and Australia.

Sendoso is a San Francisco-headquartered platform for integrating physical gifting into sales and marketing strategies. It automates sending personalized items like gifts, e-gifts, and swag alongside digital campaigns to boost engagement in ABM and demand gen programs. The service connects with tools such as Salesforce, HubSpot, and Marketo. Sendoso maintains offices in North America, Europe, and Asia Pacific to support global teams in enhancing buyer journeys.

Alembic Technologies is a San Francisco-based causal AI company that helps enterprises identify the true cause-and-effect drivers of their marketing, operational, and growth outcomes, rather than relying on correlation-based analytics. Its Causal AI decision engine analyzes proprietary company data to quantify the impact of spend on results such as revenue attribution, sales pipeline lift, and customer engagement. Clients include Delta Air Lines, Mars, and NVIDIA, and the company runs its platform on dedicated NVIDIA supercomputing infrastructure.

ADA is a Singapore-headquartered provider of AI-powered customer service automation platforms tailored for e-commerce brands across Asia. The company delivers end-to-end conversational commerce tools that handle marketing automation, content personalization, store operations, and messaging integrations with platforms like Shopify and Zendesk. ADA serves major retailers such as Zalora and Lazada, enabling real-time customer interactions through chatbots and voice assistants. With a focus on Southeast Asia, ADA supports multilingual capabilities in English, Bahasa, Thai, and Vietnamese to drive sales conversions and operational efficiency.

Databook is a San Francisco-headquartered platform for agentic workflows in go-to-market teams. It combines licensed datasets with algorithms to match solutions to buyer needs, used by sales at Salesforce, Microsoft, and Databricks. The system shortens deal cycles through intent signals and playbooks. Founded in 2016, Databook processes enterprise signals for B2B revenue growth.

Sprout Social Inc develops a cloud software that brings together social messaging, data and workflows in a unified system of record, intelligence, and action. It has a centralized, secure and powerful platform that can scale horizontally across an organization to drive maximum business value. The firm generates majority revenue from software subscriptions.

Gradial is a Copenhagen-headquartered software platform automating marketing and sales operations including pipeline management, ABM campaigns, and revenue forecasting. Integrated with Salesforce and HubSpot, it enables real-time collaboration for B2B teams in Europe. Founded in 2022, the tool accelerates deal cycles by 30 percent through AI-powered insights and workflow orchestration.

RAD AI is a Tel Aviv-based marketing intelligence platform using LLMs to analyze consumer sentiment from social media and reviews. It segments audiences by behavior for personalized ad campaigns on Meta and Google platforms. RAD AI tools detect bias in copy and optimize A/B tests, serving e-commerce brands like ASOS. Launched in 2022, the platform processes billions of data points daily.

Datami is an Israeli developer of mobile data platforms that reward users with zero-rated data for engaging with brand campaigns. Its Network API integrates with telcos like Vodafone and AT&T to track usage and deliver personalized offers via SMS and apps. Founded in 2012, Datami enables marketers to target prepaid subscribers in emerging markets including Brazil and India. The platform supports A/B testing and attribution for campaigns driving app downloads and purchases.

Yeahmobi is a China-based mobile marketing and advertising network, founded in 2011 and headquartered in Xi'an. Its platform helps mobile gaming, consumer app, cross-border e-commerce, online finance, and travel businesses acquire and monetize international users through global mobile ad services. The company has reported strong growth, including $97 million in revenue during the first half of 2016.

uberall is a Berlin-headquartered location marketing platform founded in 2014 that manages online presence for 7 million locations across 180 countries. Its Listings tool optimizes Google, Apple Maps, and Facebook profiles for SMBs and enterprises. uberall serves clients like Coca-Cola and T-Mobile through reseller networks, providing review management, local SEO, and analytics dashboards. Offices in San Francisco, London, Paris, Amsterdam, and Detroit support global operations.

Beijing Quanshi World Online Network Information Co Ltd is engaged in providing customers with integrated internet marketing services and enterprise-level SaaS marketing services.

Weimob Inc is a provider of cloud business and marketing solutions for small and medium-sized enterprises in China. The company operates in two segments: Subscription solutions and Merchant solutions. It provides SaaS and other software in its Subscription Solutions segment for e-commerce, Retail, catering, hotel, local life, and other industries, enabling merchants to carry out private traffic management. The company helps merchants obtain public domain traffic and supports them to achieve digital upgrades with full chain services and operations through its Merchant Solutions segment. It derives the majority of its revenue from the Subscription segment.

Rezolve AI PLC is an AI-powered solutions company, specializing in enhancing customer engagement, operational efficiency, and revenue growth for the retail and e-commerce sectors. The company's product, Brain Commerce, powered by its proprietary Large Language Model (LLM) brainpowa, transforms the online shopping experience. By surpassing traditional site search and product discovery tools, Brain Commerce improves conversion rates, increases average order value (AOV), and reduces cart abandonment. The company has one reportable segment, which is cloud-based services. Geographically, the company generates revenue from Canada, the United States, Mexico, Australia, the United Kingdom, and Japan, with the majority of revenue generated from the United States.