Odaily Planet Daily reports: AI wealth management platform Savvy Wealth has completed a $100 million Series C funding round, led by Halo Fund, with participation from existing investors including Thrive Capital, Industry Ventures, and Index Ventures. The company’s total raised capital has exceeded $200 million, and its valuation has risen to $600 million. Savvy Wealth manages $9 billion in client assets, and its AI platform, Savvy Intelligence, trains AI agents using large language models from OpenAI and Anthropic to integrate investment, tax, and financial planning data, streamlining the wealth management process. The new funds will primarily be used to expand software product development for financial advisors. (Wealthmanagement)
AI Wealth Management Platform Savvy Wealth Completes $100M Series C Funding
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Summary
AI wealth management platform Savvy Wealth has closed a $100 million Series C funding round led by Halo Fund, with participation from Thrive Capital, Industry Ventures, and Index Ventures. This brings total project funding to over $200 million, valuing the company at $600 million. The firm, which manages $9 billion in client assets, will use the capital to expand its software tools for wealth advisors. The round underscores continued interest in AI and crypto financial technology innovation.
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