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, the company said Wednesday.

Existing investors such as Thrive Capital, Industry Ventures from Goldman Sachs, and Canvas Prime also participated in the round, which brought its total funding to more than $200 million.

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. 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 ownership of their businesses. Savvy instead aims to give advisors those resources while allowing them to remain independent.

Its core product, Savvy Intelligence, uses AI agents and a unified data layer to support advisors across CRM, investments, tax and financial planning. The platform includes dedicated client service, centralized investment management through Savvy Wealth Investment Management, and internal compliance and marketing support.

Savvy plans to use the new funding to expand its AI capabilities across more of the advisor’s daily workflow, develop additional services and hire technical employees to continue building its wealth management platform.

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