Savvy Wealth raises $100 million to scale AI-powered wealth management

Savvy Wealth has closed a $100 million Series C financing led by Halo Fund, bringing its total funding to more than $200 million, according to a Wednesday press release. The round was oversubscribed and included backing from existing investors such as Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures and Vestigo Ventures. The AI-native RIA is on track to surpass $100 million in annual recurring revenue this year and was named Inc. Magazine’s fastest-growing financial services firm in the US, with three-year revenue growth of more than 13,000%. Savvy currently supports more than 150 independent financial advisors overseeing $9 billion in client assets, a more than fourfold increase from the previous year. It has also brought in more than $4 billion in recruited assets during 2026 and doubled its advisor base over the past year. Savvy is pitching its platform as an alternative to the private equity aggregation model that has been consolidating independent wealth management practices. Under that model, advisors often receive access to technology and other institutional resources in exchange for giving up ...