Savvy Wealth raises $100M as its AI-native advisory platform reaches $9B in assets

Savvy Wealth raises $100M as its AI-native advisory platform reaches $9B in assets

9 September 2026 — Savvy Wealth, an AI-native registered investment advisor, said on 9 September 2026 that it has raised $100 million in a Series C round led by the Halo Fund, a growth-stage firm run by Qualtrics founder Ryan Smith and Accel general partner Ryan Sweeney, with existing investors Thrive Capital, Goldman Sachs' Industry Ventures, Index Ventures and others also participating. The company's own figures put its valuation at $600 million and its total funding raised since its 2021 founding at over $200 million.

A note on this figure. TrustList does not normally report venture-funding amounts, valuations or deal counts, because we cannot independently verify a private company’s figures and a running tally of round sizes tells a reader little about whether a product works. We are naming Savvy Wealth’s figures here as part of a one-day, disclosed exception the owner approved for 26 September 2026, because a wealth-management buyer or adviser evaluating the platform may reasonably want to know its funding scale and the assets it already manages. The amounts above are Savvy Wealth’s own, unverified by us, and this is not the start of a regular funding-news beat.

What Savvy Wealth says the funding is for

• The company says the new capital goes toward developing Savvy Intelligence, its AI-driven product for unifying client data and streamlining advisory workflows, rather than toward a specific new product line.
• Savvy Wealth's own figures state it now manages $9 billion in client assets, though the company does not break down how much of that is from advisers it has recruited onto its platform versus assets that moved with them from a previous firm.
• The company frames itself as building AI-native infrastructure for financial advisers, positioning it against both traditional RIA platforms and the wirehouses advisers leave to join independent firms.

Why it matters for advisers and RIA buyers

• If you are an adviser or firm evaluating a platform to move to, a $600 million valuation and continued large funding rounds are a signal of investor confidence, not evidence of the platform's day-to-day usability — ask for a working demonstration and named reference advisers, not the funding figures, before deciding.
• Savvy Wealth's model recruits advisers and their books of business onto its platform; anyone considering that move should ask directly how client relationships, data and compliance records transfer, and what happens to them if the adviser later leaves.
• As with any well-funded but young fintech, confirm current SEC and state registration status directly with Savvy Wealth or its public regulatory filings rather than relying on marketing claims about its scale.

Sources

• WealthManagement.com: Savvy Wealth Raises $100M With Valuation at $600M — 9 September 2026
• Yahoo Finance: Savvy Wealth Raises $100M, Valuation Hits $600M — 9 September 2026
• WealthTech Strategy: Savvy Wealth Raises $100 Million Series C — 9 September 2026