Savvy Wealth Completes $100 Million Series C Funding, Led by Halo Fund

AI wealth management platform Savvy Wealth has completed a $100 million Series C funding round, led by Halo Fund, with participation from existing investors including Thrive Capital, Industry Ventures, and Index Ventures. The total funding raised has exceeded $200 million, with a valuation rising to $600 million. The company manages client assets totaling $9 billion, and its AI platform, Savvy Intelligence, is trained on large language models from OpenAI and Anthropic, integrating investment, tax, and financial planning data to streamline the wealth management process. The new funds will primarily be used to expand software product development aimed at wealth advisors.

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