Savvy Wealth Raises $100 Million in Series C as Valuation Reaches $600 Million
Updated
Updated · Wealth Management · Sep 9
Savvy Wealth Raises $100 Million in Series C as Valuation Reaches $600 Million
1 articles · Updated · Wealth Management · Sep 9
Summary
$100 million in new Series C funding lifted Savvy Wealth’s valuation to $600 million, a 6.6-fold jump in 15 months for the five-year-old AI-native RIA.
Halo Fund led the round, pushing Savvy’s total capital raised above $200 million as the firm manages $9 billion in client assets.
The company said the money will expand advisor software, build out its AI product Savvy Intelligence and train agents for financial planning, tax analysis and investment performance using OpenAI and Anthropic models.
A smaller share will support sales, marketing and broader investment access for advisors, including deeper Fidelity and Schwab integrations and planned alternative-investment offerings.
Savvy Advisors has recruited more than $4 billion in assets in 2026 and doubled its advisor force to 150, underscoring the growth the new capital is meant to accelerate.