Axios · Ryan Lawler ·

Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+

Savvy Wealth, which provides tech and back-office infrastructure for independent financial advisors, raised $100 million in Series C funding …

Venture Capital

In this story Halo Fund Savvy Wealth

Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+

Lead Source

Axios — Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+ ↗

How this story grew

Coverage · 0 Discussion · 0

Sep 9Sep 10

Related stories

Fortune: Rillet, which is developing an AI-native accounting platform, raised a $100M Series C at a $1B valuation led by Iconiq, bringing its total funding to $200M+

Upstarts Media: AI CRM software startup Lightfield raised a $47M Series A led by a16z; formerly Tome, it had raised $80M across earlier Series A and B rounds

Axios: Vanguard agrees to acquire RIA software startup Altruist, a source says for $4.6B in cash; Altruist raised $600M and had a $1.9B valuation in early 2025

Bloomberg: Salesforce is leading a $160M+ raise for HR software company HiBob at a $3.2B+ valuation, up from $2.66B in 2023; HiBob has raised $700M+ since 2015

Axios: NYC-based Blee, which makes marketing compliance software for financial services companies, raised a $20M Series A led by Fin Capital and SMBC and a $7M seed

Discuss with AI

ChatGPT ↗ Claude ↗

← Back to TechSnif