Savvy Wealth raises $100M in Series C as valuation surges to $600M

Savvy Wealth, an AI-powered registered investment advisor platform, closed a $100 million Series C round that values the company at $600 million post-money. That’s a 6.6x valuation increase in just 15 months.

The round was led by Halo Fund, with repeat participation from Thrive Capital and Industry Ventures. Total capital raised since the company’s founding in 2021 now exceeds $200 million.

From $2B to $9B in assets, fast

In mid-2025, the firm managed roughly $2 billion in client assets. Today that figure sits at approximately $9 billion, a more-than-4x increase driven by a rapid expansion of the advisor network.

The platform now supports 150 advisors operating across all 50 US states. As recently as July 2026, the advisor count was above 100. The firm has been adding headcount and AUM at a pace that earned it recognition as the No. 1 fastest-growing financial services firm on the 2026 Inc. 5000 list.

The fresh $100 million will be directed toward further development of Savvy Intelligence, the company’s proprietary AI system that ties together investment management, tax strategy, and financial planning data into a single interface for independent advisors.

The funding stack

The company raised a $26.5 million Series A in August 2024, followed by a $72 million Series B in July 2025. The $600 million valuation represents a 6.6x increase in less than 15 months after that Series B.

Founder and CEO Ritik Malhotra has previous exits to Box and Brex on his resume.

The board includes Mark Casady, the former CEO of LPL Financial, who invested through Vestigo Ventures.

At $9 billion across 150 advisors, the average book is around $60 million per advisor.

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