Savvy Wealth Completes $100M Series C Funding Round
AI-native advisory platform Savvy Wealth has secured $100 million in a Series C funding round led by Halo Fund. Existing investors such as Thrive Capital and Goldman Sachs' Industry Ventures also participated, bringing the company's total funding to over $200 million. The capital will be used to expand its AI-powered operating environment, Savvy Intelligence, into more aspects of an advisor’s workflow while enhancing services for advisors and hiring technical staff. Savvy Wealth reported assets under management (AUM) reaching $9 billion—more than quadrupling from a year ago—and recruited assets in 2026 exceeding $4 billion. The company expects annual recurring revenue to surpass $100 million this year, with over 150 advisors now using its platform across the U.S., having doubled that number in the past 12 months.
Tickers: $GS
Topics: AI Advisory Platforms Fintech Private Banking Startup Financing