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Savvy Wealth raises $100M in Series C funding led by Ryan Smith and Ryan Sweeney's Halo Fund.

PRIVATESep 09, 2026•about 3 hours ago

Amount Raised

$100 Million

Round Type

Series C

New YorkSoftwareFinanceFintech

Investors

Halo FundRyan SweeneyRyan Smith

Description

Savvy Wealth has successfully raised $100 million in a Series C funding round. The round was led by Halo Fund, co-founded by Qualtrics founder Ryan Smith and Accel general partner Ryan Sweeney. This new capital will support Savvy Wealth's growth initiatives. The funding underscores strong investor confidence in the company's vision and execution.

Company Information

Company

Savvy Wealth

Location

New York, New York, United States

About

Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage its purpose-built, integrated technology platform to help build organic growth with enhanced software and sales and marketing automation. Its proprietary technology empowers advisors to scale revenue faster and spend more time with their clients.

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Funding Insights

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VC-backed spending patterns
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Tech investment trends
83% of B2B companies plan digital investments, with 79% prioritizing customer experience tech

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