Savvy Wealth

Savvy Wealth is a technology company that builds an AI-native custodial platform for independent RIA owners.

Sales and marketing Fintech

Latest funding

$100M Series B+ · September 9, 2026

Led by Halo Fund · Source: savvywealth.com

Total raised: $216.8M across 5 sourced rounds

All 5 rounds ↓

Website: savvywealth.com.

X: @SavvyWealthInc · 3,404 followers.

LinkedIn: savvywealth.

Categories: Sales and marketing Fintech.

Sectors: Artificial Intelligence (AI), Financial Services, FinTech, Wealth Management.

Stage: Series B+.

Based in: New York, United States.

Founded: 2021.

Total raised: $216.8M in 5 sourced rounds.

Last round: Sep 9, 2026 · 67 days ago.

Headcount: 51–100 employees.

On Recent Funding since: Sep 29, 2026.

Signals

X account@SavvyWealthInc · created Apr 3, 2017 (9 years old) · 3,404 followers

Website registeredJul 31, 2005 (21 years old)

About Savvy Wealth

It also operates Savvy Advisors, an SEC-registered investment adviser that delivers regulated investment advice. The platform helps financial advisors with software, sales, and marketing automation.

TIMELINE · MONEY RAISED

Savvy Wealth | 1789 days from X account to first raise on record

@SavvyWealthInc·Raised $217M in 5 sourced rounds·1 signal before the first raise

Money raised, round by round (amounts linked to their source). Pins are dated signals; hover the icons for dates.

Funding rounds

Date	Round	Amount	Lead	Source
Sep 9, 2026	Series B+	$100M	HHalo Fund	savvywealth.com
Jul 2, 2025	Series B+	$72M	IIndustry Ventures	wealthmanagement.com
Aug 5, 2024	Series A	$26.5M	CCanvas Prime	savvywealth.com
Nov 10, 2022	Series A	$11M	TThe House Fund	finsmes.com
Feb 25, 2022	Seed	$7.3M	IIndex Ventures	alleywatch.com

Timeline

April 3, 2017
X account created
July 31, 2005
Website created

Founders and team

MZ
Muller Zhang Founder

LinkedIn
RM
Ritik Malhotra Founder

@ritikm
EH
Eric Hurkman CTO
AH
Amir Har-El COO

Investors

Companies like Savvy Wealth

EEarned Wealth$200M Series B+ · Jul 2024
AAstor$5M Seed · Apr 2026
CCrossbeam Partners
CClove$14M Pre Seed · Oct 2025
NNDEX CapitalSeed · Aug 2026
WWealthReach$1M Seed · Aug 2026

Other companies backed by Halo Fund

FFlexbaseSeries B+ · Jul 2026

Halo Fund portfolio →

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/savvy-wealth (get a free API key).