Skip to main content
Caplight Logo









SavvyWise

SavvyWise

Private
PerthAI, Data & Cloud Infrastructurehttps://savvywise.com.au

Last Round

Crowdfunding

Jun 19, 2026

Est. Valuation

$20.4M

Total Funding Raised

$1.51M

Momentum

Top 10%

of companies Caplight tracks

Company Overview

SavvyWise operates in AI, Data & Cloud Infrastructure and is based in Perth. Its latest recorded funding round was a Crowdfunding round in June 2026.

SavvyWise is an accounting technology company that provides an AI-powered assistant designed to automate tax research and compliance workflows for Australian accounting professionals.

Sector

AI, Data & Cloud Infrastructure

Verticals

Accounting & Expense, Compliance & Risk, NLP & Conversational AI, Document Management, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Historical Pricing

Historical view of private secondary pricing and transaction trends.

Pricing history

Caplight clients see full MarketPrice™ history and secondary transactions.

Book a demo

For institutional investors. Book with your work email.

Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

Momentum history

Caplight clients track how buyer interest and sentiment change over time.

Book a demo

For institutional investors. Book with your work email.

SavvyWise Comparables

Compare SavvyWise with similar companies based on industry and business-model similarity.

SavvyWise comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Praxio AI
91%
Cassandra Research
88%
Tax Guru AI
88%
Book a demo to see all comparables

For institutional investors. Book with your work email.

SavvyWise Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
CrowdfundingJun 19, 2026
SeedFeb 20, 2026
Book a demo to see all funding rounds

For institutional investors. Book with your work email.

Key People

Founding team and executive leadership

Agastya Patel

Technical Co-Founder (CTO)

Founding Team

Drew Pflaum

Co-Founder & CEO

Founding Team

For institutional investors. Book with your work email.

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 28, 2026

    Grew 44% QoQ from 9 to 13 employees.

  • Jun 25, 2026

    Monthly visitors increased 2541% MoM, reaching 14.9K.

Book a demo to see all signals

For institutional investors. Book with your work email.

SavvyWise Filings

Explore SEC and related filing metadata, where available.

SavvyWise filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

Filing documents are not displayed on this public page. Request access to learn about available coverage.

Book a demo

For institutional investors. Book with your work email.

Frequently Asked Questions

Common questions about SavvyWise's valuation, stock price, and market status.

Is SavvyWise a public or private company?

SavvyWise is a private company.

What is the current stock price of SavvyWise?

SavvyWise is a private company, so its shares have no public market price. Caplight tracks SavvyWise's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is SavvyWise worth (valuation)?

SavvyWise's valuation is estimated at $20.4M based on funding round data.

Can I buy SavvyWise stock?

SavvyWise shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was SavvyWise's last funding round?

SavvyWise's most recent funding round was Crowdfunding on June 19, 2026.

Who are the main investors in SavvyWise?

Investor information for SavvyWise is not publicly disclosed.

Will SavvyWise IPO soon?

No public IPO plans have been announced for SavvyWise.

How can I track SavvyWise secondary market activity?

Caplight tracks bids, offers, and trades in SavvyWise's shares on secondary markets.

Firmographic Details

HeadquartersPerth
Employee Range13
Year Founded2025
Last FundingJun 19, 2026

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?