September 11, 2026
Savvy Wealth
Savvy Wealth, an AI-native RIA, raised a $100 million Series C round at a $600 million valuation, bringing its total funding past $200 million.
- Round
- Series C
- Amount raised
- $100M
- Lead investor
- Halo Fund
- Industry
- AI, Wealth Management, RIA
- Headquarters
- United States
- Employees
- 51-200 employees
- Website
- savvywealth.com
- View profile →
Other investors
- Ryan Smith
- Ryan Sweeney
Source: AI-Native RIA Savvy Wealth Raises $100M Series C at $600M Valuation - WOWTALE