Funding

Fintech Startup Savvy Wealth Raises $100M in Series C Funding

Sep 10, 2026 | By Devin Jacobs

SUMMARY

Savvy Wealth raised $100M in Series C funding.
Funds will support operations and product development.
Savvy Wealth builds AI tools for financial advisors.

Savvy Wealth, a NYC-based provider of an AI native registered investment advisor (RIA) platform for independent financial advisors, has raised $100 million in a Series C funding round led by Halo Fund, bringing the total amount to over $200 million.

The round also saw participation from Thrive Capital, Industry Ventures, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures.

The fresh capital will be used to expand operations and product development.

Funding Snapshot

Metric	Details
Fundraise Amount	$100 million
Total Funding	Over $200 million
Funding Round	Series C
Company	Savvy Wealth
Sector	WealthTech / Financial Services
Headquarters	New York City

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About Savvy Wealth

Founded in 2021, by Ritik Malhotra, Savvy Wealth is an AI native, multi custodial registered investment adviser built for independent financial advisors. The company combines technology with marketing, compliance, and operational support to help advisors build and scale their practices.

Its platform brings multiple function's together instead of requiring advisors to manage separate vendors.

Core offerings include:

AI powered advisor operating environment
CRM, investment, tax and financial planning tools
Centralized investment management
Compliance and marketing support

Core Technologies / Products / Services

Capability/Product	Application/Use Case
Savvy Intelligence	AI-powered operating environment for advisors
AI Agents	Helps advisors manage operational workflows
Unified Data Layer	Connects CRM, investments, tax, and planning data
Investment Management	Centralized management through Savvy Wealth Investment Management
Compliance & Marketing	Provides in-house support to independent advisors

Leadership Comments

"Advisors are being told they have to give up their independence to scale," said Ritik Malhotra, founder. and CEO of Savvy Wealth. "We think that’s a false tradeoff and we've spent the last five years proving it."

"Wealth management is a $14 trillion market, and the technology underneath it has not meaningfully changed in decades. Robinhood modernized retail brokerage for a whole generation and Savvy is doing that for financial advice by building a wealth management firm from the ground up with AI at its core," said Smith.