AI-native advisory platform Savvy Wealth has completed a $100m Series C funding round, with Halo Fund as the lead investor.
Existing backers that joined the round included Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures and Vestigo Ventures.
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Savvy’s total funding now stands at more than $200m.
According to Savvy, the proceeds from the round will be directed towards expanding Savvy Intelligence into more parts of an advisor’s daily work.
The capital will also add further services for advisors and help recruit technical staff to continue development of the platform.
The company said it expects annual recurring revenue to move past $100m this year.
It added that assets under management have reached $9bn, more than quadrupling from a year earlier, while recruited assets in 2026 have exceeded $4bn.
Savvy now works with more than 150 advisors across the US, after doubling that number over the past 12 months.
The firm said advisors on its platform use a single integrated system instead of multiple external providers.
At the core of that system is Savvy Intelligence, which the company describes as an AI-powered operating environment using AI agents for each advisor across a shared data layer covering CRM, investments, tax and planning.
The broader offering also includes client servicing, centralised investment management through Savvy Wealth Investment Management (SWIM), as well as internal compliance and marketing support.
Savvy Wealth founder and CEO Ritik Malhotra said: “Advisors are being told they have to give up their independence to scale.
“We think that’s a false tradeoff, and we’ve spent the last five years proving it.”
