Savvy raises $100M Series C
Independent,
but never alone
$
100
M
Series C, led by Halo Fund
$
100
M
ARR up from $10M in January 2025 1
6.6
x
valuation increase in 15 months 2
#1 fastest growing company in financial services 3
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Savvy is the premier AI-native registered investment advisor (RIA)
Oversubscribed, led by Halo Fund
The best use of AI isn't to replace the advisor, it's to make them dramatically better at serving each client personally. Ritik has built and scaled companies before, and he lived this problem firsthand, so he knows exactly what he's building and why. That's why we think Savvy is the firm that wins this category"
Ryan Smith
Co-founder, Halo Fund · Founder, Qualtrics · Owner, Utah Jazz
Savvy Wealth and its subsidiaries do not compensate directly for testimonials or endorsements provided herein, by advisors. However advisors have an indirect financial incentive to provide testimonials.
$
200
M
total funding to date
Backed by:
A community of exceptional advisors
Hear from our founder and CEO, Ritik Malhotra, on how the community at Savvy came to be, and what it's returned to the advisors in it.
the community
What community looks like
careers
We’re here to make great financial advice easier to deliver
Wealth management runs on decades-old infrastructure. We're rebuilding it, with advisors.
