Savvy Wealth Raises $100M Series C

Savvy Wealth, a New York-based AI-native registered investment advisor for independent financial advisors, has successfully closed a $100 million Series C funding round. This latest investment brings the total funding for the company to over $200 million.

Investors

The funding round was led by Halo Fund, a growth-stage venture firm co-founded by Ryan Smith and Ryan Sweeney. Additional participating investors include Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures.

Savvy Wealth Use of Funds

Savvy Wealth plans to use the new capital to extend its Savvy Intelligence platform across more areas of the advisor workflow, expand the ecosystem of services available to advisors, and recruit top technical talent to continue developing its platform.

About Savvy Wealth

Founded by Ritik Malhotra, Savvy Wealth is an AI-native, multi-custodial registered investment adviser built for independent financial advisors. The company combines AI-powered technology with marketing, compliance, investment management, and operational support, allowing advisors to grow their practices while maintaining control of their brands, client relationships, and equity.

Funding Details

Company Website: https://savvywealth.com

Company: Savvy Wealth
Raised: $100M
Round: Series C
Funding Date: September 2026
Lead Investor: Halo Fund
Additional Investors: Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, Vestigo Ventures
Company Website: savvywealth.com
Software Category: FinTech
Source: https://www.businesswire.com/news/home/20260909746126/en/Savvy-Wealth-Raises-%24100M-Series-C-Led-by-Ryan-Smith-and-Ryan-Sweeneys-Halo-Fund