Savvy Wealth raises $100M in Series C funding led by Ryan Smith and Ryan Sweeney's Halo Fund.
PRIVATESep 09, 2026
Amount Raised
$100 Million
Round Type
Series C
New YorkSoftwareFinanceFintech
Investors
Ryan SmithRyan SweeneyHalo Fund
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.
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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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Fundz sees it the moment Savvy Wealth raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
New YorkSoftwareFinanceFintech