From Dealroom · · 50s
Savvy Wealth Raises $100M for AI Platform
Savvy Wealth secures $100M Series C to scale AI platform for independent advisors.
In brief
Savvy Wealth secures $100M Series C to scale AI platform for independent advisors. Savvy Wealth raised $100 million in Series C funding to expand its AI platform for independent financial advisors. Originally reported by Dealroom.
Funding Round
Savvy Wealth secured $100 million in oversubscribed Series C led by Halo Fund.
Investors
Halo Fund, Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, The House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures participated.
Financial Metrics
Savvy is on pace to exceed $100 million in annual recurring revenue this year, up from $10 million in January 2025.
Client Assets
Savvy oversees $9 billion in client assets under management, more than four times its level a year ago.
The headline
Savvy Wealth raised $100 million in Series C funding to expand its AI platform for independent financial advisors.
