AI wealth management platform Savvy Wealth completes $100 million Series C funding round, led by Halo Fund

Odaily 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. Total cumulative funding has exceeded $200 million, with the valuation rising 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 the wealth management process. The new funds will primarily be used to expand the development of software products for wealth advisors. (Wealthmanagement)