Savvy Wealth raises $100 million

AI-powered registered investment advisor Savvy Wealth  has raised a $100 million Series C led by Halo Fund, the investment firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and former Accel partner Ryan Sweeney.

Existing investors Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures also participated. The round brings Savvy’s total funding to more than $200 million.

Founded in 2021, Savvy gives independent financial advisors technology and operational support without requiring them to sell their practices. Its platform combines AI tools with investment management, client service, compliance, and marketing support.

The company now supports more than 150 advisors managing $9 billion in client assets, up more than fourfold year over year. It has recruited over $4 billion in assets during 2026 and says it is approaching $100 million in annual recurring revenue.

Savvy plans to use the funding to expand its AI platform, add services for advisors, and hire technical talent.