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

The Odaily Planet Daily reported that 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 total cumulative funding has exceeded $200 million, and the company's 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 the wealth management process. The new funds will primarily be used to expand the development of software products for wealth advisors. (Wealthmanagement)