Huo Xing Cai Jing reports that AI wealth management company Savvy Wealth has announced the completion of a $100 million Series C funding round, raising its valuation to $600 million. The round was led by Halo Fund, with participation from existing investors including Thrive Capital, Industry Ventures, and Index Ventures. To date, the company has raised over $200 million in total funding. Savvy Wealth’s AI wealth management platform, Savvy Intelligence, leverages large language models from OpenAI and Anthropic to train AI agents that integrate investment, tax, and financial planning data, simplifying wealth management processes through AI. The new funds will primarily be used to expand software product development for financial advisors.
AI wealth management firm Savvy Wealth completes $100M Series C round at a $600M valuation
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Summary
AI wealth management firm Savvy Wealth has secured $100 million in Series C funding, valuing the company at $600 million. Halo Fund led the round, with participation from Thrive Capital, Industry Ventures, and Index Ventures. To date, the company has raised over $200 million. Savvy Wealth leverages AI and large language models from OpenAI and Anthropic to unify investment, tax, and financial planning data. The new capital will accelerate software development for wealth advisors. This funding announcement underscores ongoing investor confidence in AI-powered crypto and financial tools.
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