According to WealthManagement, AI wealth management company Savvy Wealth 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, trains AI agents using large language models from OpenAI and Anthropic to 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, valuation reaches $600M
TechFlowShare
Summary
AI and crypto news firm Savvy Wealth has closed a $100 million Series C round, valuing the company at $600 million. Halo Fund led the funding round, with Thrive Capital, Industry Ventures, and Index Ventures also participating. The company has now raised over $200 million. Savvy Wealth’s AI platform, Savvy Intelligence, leverages models from OpenAI and Anthropic to integrate investment, tax, and financial planning data for advisors.
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