As of 14 Oct 2026, Savvy Wealth has raised $100M across 1 verified round on record; latest: $100 million Series C led by Halo Capital, announced 9 Sep 2026.
Savvywealth provides a wealth management platform that offers services and technology to independent financial advisors.
1 source
The article also reports more than $200 million in total funding since founding; that is cumulative funding, not a Series C financing total.
Published by hand (wealthmanagement.com): "Savvy Wealth, an AI-native registered investment advisor managing $9 billion in client assets, has raised $100 million in Series C funding, with its valuation hitting $600 million, a 6.6-fold increase over the past 15 months.": biggest-rounds completeness (K): the round's own page (company, lead investor or trade press) states it
| Round | Amount | Announced | Lead | Buzz |
|---|---|---|---|---|
| Series C [ HISTORY ]: An earlier round, from the company's own announcement, found while researching the company. Checked like any round, but not new, so it stays out of the daily feed and alerts; a date range shows it. | $100M $200M to date at $600 million valuation | 2026-09-09 | Halo Capital | No recent discussion |
1 source [ VERIFIED · CORRECTED ] read against 1 source
The article also reports more than $200 million in total funding since founding; that is cumulative funding, not a Series C financing total. Published by hand (wealthmanagement.com): "Savvy Wealth, an AI-native registered investment advisor managing $9 billion in client assets, has raised $100 million in Series C funding, with its valuation hitting $600 million, a 6.6-fold increase over the past 15 months.": biggest-rounds completeness (K): the round's own page (company, lead investor or trade press) states it | ||||