Savvy Wealth raises $100 million Series C at a $600 million valuation for its AI-native advisor platform

Savvy Wealth, an AI-native registered investment advisor, has raised $100 million in a Series C funding round led by Halo Fund, the company said. The round values Savvy at $600 million and brings its total funding to more than $200 million since founding.

Other participants in the round included Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures and Vestigo Ventures, according to the company.

Savvy operates as an RIA in its own right — meaning it is itself a registered investment advisor, not only a software vendor to one — while building a proprietary technology platform that independent financial advisors use to run their practices: client onboarding, portfolio management and the administrative work that traditionally consumes a large share of an advisor's time. The company's pitch to advisors is that its AI tools automate enough of that back-office and administrative load to let them spend more time with clients rather than paperwork.

The raise lands in a wealth-management technology sector that has drawn heavy venture investment over the past two years, as AI tools aimed at advisor productivity and portfolio construction have proliferated alongside a broader industry push toward automation in the RIA channel. Savvy competes for advisors and assets against both established custodial-technology platforms and a growing number of newer entrants making similar AI-driven pitches, meaning the round funds a land-grab for advisor headcount and assets under management as much as it funds product development.

The company did not disclose current assets under management or advisor headcount alongside the funding announcement, so the scale of its actual operating business relative to its valuation is not yet independently verifiable from public figures.