AI Wealth Management Platform Savvy Wealth Secures $100 Million Series C Funding, Led by Halo Fund

Odaily Planet Daily News: AI wealth management company 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 cumulative total funding has exceeded $200 million, and the valuation has risen to $600 million. The company manages $9 billion in client assets. Its AI platform, Savvy Intelligence, trains AI agents based on large language models from OpenAI and Anthropic, integrating investment, tax, and financial planning data to streamline wealth management processes. The new funds will primarily be used to expand software product development for wealth advisors. (Wealthmanagement)