# Savvy Wealth Raises $100M for AI Platform

> Savvy Wealth secures $100M Series C to scale AI platform for independent advisors.
- Title: Savvy Wealth Raises $100M for AI Platform · Dealroom
- Summary: 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…
- Keywords: savvy wealth, series c, ai platform, independent advisors, halo fund, financial services, startups, business, Savvy, Wealth, Raises, 100M
- Source: Dealroom — https://dealroom.co/news/149727-savvy-wealth-lands-100m-series-c-to-scale-ai-platform-for-independent-ad
- Published: 2026-09-09T13:51:05+00:00
- Read time: 1 min
- Topics: savvy wealth, series c, ai platform, independent advisors, halo fund, financial services, startups, business
## 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.
## Key takeaway

Savvy Wealth raised $100 million in Series C funding to expand its AI platform for independent financial advisors.