Savvy Wealth has secured $100 million in Series C funding led by Halo Fund. Other participants include Thrive Capital, Industry Ventures from Goldman Sachs, and Canvas Prime. This round brings the company's total funding to over $200 million.
The AI-native registered investment advisor (RIA) is expected to surpass $100 million in annual recurring revenue this year. The company was recognized by Inc. Magazine as the fastest-growing financial services firm in the US, reporting a three-year revenue growth exceeding 13,000%.
Currently, Savvy supports more than 150 independent financial advisors who manage $9 billion in client assets. In 2026, the company attracted more than $4 billion in recruited assets and doubled its advisor base over the last year.
The company's core product, Savvy Intelligence, utilizes AI agents and a unified data layer to assist advisors with CRM, investments, tax, and financial planning. The platform also provides centralized investment management, client service, and support for compliance and marketing.
Savvy Wealth intends to use the new capital to expand AI capabilities within the advisor's daily workflow, develop new services, and hire technical staff to further build its wealth management platform.