Savvy Wealth has raised $100 Million in New Series C Funding

October 6, 2026 2 Min Read

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According to filings with the U.S. Securities and Exchange Commission, Savvy Wealth has raised $100,000,000.00 in new Series C funding. The federal securities law requires the notice to be filed by companies that have sold securities without registration under the Securities Act of 1933 in an offering made under Rule 504 or 506 of Regulation D or Section 4(a)(5) of the Securities Act. A company must file this notice within 15 days after the first sale of securities in the offering. For this purpose, the date of first sale is the date on which the first investor is irrevocably contractually committed to invest. Each issuer of securities that sells its securities in reliance on an exemption provided in Regulation D or Section 4(a)(5) of the Securities Act of 1933 must file this notice containing the information requested with the U.S. Securities and Exchange Commission (SEC) and with the state(s) requiring it. If more than one issuer has sold its securities in the same transaction, all issuers should be identified in this filing with the SEC.

Investors in the company’s current round of funding include: Halo Fund, Thrive Capital, Industry Ventures from Goldman Sachs, Canvas Prime, Index Ventures, House Fund, Euclidean Capital, Alumni Ventures, and Vestigo Ventures

About Savvy Wealth
Savvy Wealth is an intelligent wealth management platform and technology company built specifically for independent and fiduciary financial advisors, with an affiliated AI native registered investment adviser (RIA), Savvy Advisors, Inc., registered with the SEC. It operates a digital first advisor platform that combines in house technology, investment management support, and back office operations so advisors can spend less time on paperwork and more time serving clients, including high net worth individuals. The firm positions itself at the forefront of AI augmented, human centered financial advice, offering an AI powered operating environment called Savvy Intelligence that gives advisors a unified, continuously updated view of each clients investments, tax data, and financial plans and deploys AI agents to act on that data in real time. Savvy Wealth has developed client facing services and tools, including a dedicated app designed exclusively for Savvy Wealth clients, and provides comprehensive wealth management and financial planning through its network of fiduciary advisors. The company highlights its rapid growth and market traction, having surpassed $1 billion in assets under management, and presents itself as a modern, digital centric platform aiming to modernize wealth management while preserving the human relationship at its core.

To learn more, visit https://www.savvywealth.com/
Linkedin: https://www.linkedin.com/company/savvywealth/

Contact:
Ritik Malhotra, Chief Executive Officer
https://www.linkedin.com/in/ritikmalhotra