AI Wealth Management Firm Savvy Wealth Raises $100 Million in Series C at $600 Million Valuation

AI-driven wealth management company Savvy Wealth has secured $100 million in a Series C funding round, bringing its total valuation to $600 million. The round was led by Halo Fund, with participation from existing investors including Thrive Capital, Industry Ventures, and Index Ventures. The company has raised over $200 million to date. Savvy Wealth utilizes its platform, Savvy Intelligence, which leverages large language models from OpenAI and Anthropic to automate wealth management processes by integrating investment, tax, and financial planning data.