Savvy Wealth announced on September 9, 2026 that it closed an oversubscribed $100 million Series C led by Halo Fund, the growth-stage firm co-founded by Qualtrics founder Ryan Smith and longtime Accel partner Ryan Sweeney. Existing investors Thrive Capital, Index Ventures, Goldman Sachs’ Industry Ventures, Canvas Prime, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures also participated, bringing the company’s total funding past $200 million.
Savvy is a multi-custodial, AI-native registered investment adviser that gives independent financial advisors a technology platform plus compliance, marketing, and operational support so they can leave wirehouses and build their own practices. The company disclosed that its annual recurring revenue is approaching $100 million, that it now supports more than 150 independent advisors overseeing $9 billion in client assets, and that assets under management grew 4x year over year with more than $4 billion in newly recruited assets in 2026 alone. Savvy also cited three-year revenue growth of 13,086 percent between 2022 and 2025 and organic growth running at roughly 3x the wealth-management industry average.
The company plans to use the capital to extend its “Savvy Intelligence” platform across more of the advisor workflow, broaden its ecosystem of advisor-facing services, and hire technical talent. No new valuation figure was disclosed in the press release itself, though secondary reporting on the round has put it at $600 million, roughly 5.6x higher than 15 months earlier.
Savvy is a useful data point outside the frontier-lab funding headlines: a vertical AI platform in a regulated, relationship-driven business (financial advice) can post triple-digit AUM growth and approach nine figures in ARR without needing a foundation model of its own. It is a wrapper business built on top of general-purpose AI, and its growth rate says more about the AI-advisor-recruiting playbook working than about any technical breakthrough.