PANews
PANews|Sep 09, 2026 16:27
[AI Wealth Management Company Savvy Wealth Completes $100 Million Series C Financing, Valuation Rises to $600 Million] According to WealthManagement, AI wealth management company Savvy Wealth has announced the completion of a $100 million Series C financing round, raising its valuation to $600 million. The round was led by Halo Fund, with participation from existing investors such as Thrive Capital, Industry Ventures, and Index Ventures. To date, its total funding has exceeded $200 million. Savvy Wealth's AI wealth management platform, Savvy Intelligence, leverages large language models from OpenAI and Anthropic to train AI agents, enabling the integration of investment, tax, and financial planning data. By simplifying wealth management processes through AI, the new funds will primarily be used to expand the development of software products aimed at financial advisors.
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