AI wealth management firm Savvy Wealth raises $100M in Series C at a $600M valuation

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AI and crypto news firm Savvy Wealth has raised $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. The company has now raised over $200 million in total funding. Its platform, Savvy Intelligence, leverages AI and models from OpenAI and Anthropic to automate investment and financial planning. The funding announcement highlights its expansion of tools for wealth advisors.

ChainCatcher report, according to Wealth Management, 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.

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