Savvy Wealth

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors who want to grow without running the back office themselves.

Savvy Wealth raised $100M in a Series B+ round announced September 9, 2026, according to savvywealth.com. Investors in that round: Halo Fund.

Raise history

1. September 29, 2026
   First seen by Recent Funding
   via startups.gallery
2. September 9, 2026
   Series B+ · $100M
   HHalo Fund (lead)
   Source: savvywealth.com (startups.gallery listing)

Investors

• AAlumni Ventures
• CCanvas Ventures
• HHalo Fund
• IIndex Ventures
• IIndustry Ventures
• TThrive Capital

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Every amount links to the page it came from. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/savvy-wealth.