AI wealth management company Savvy Wealth completed a $100 million Series C financing at a valuation of $600 million

AI wealth management company Savvy Wealth announced the completion of a $100 million Series C financing, with a valuation rising to $600 million. Halo Fund led the investment, with existing investors such as Thrive Capital, Industry Ventures, and Index Ventures participating. So far, its total financing has exceeded $200 million.The AI wealth management platform Savvy Intelligence launched by Savvy Wealth utilizes large language models from OpenAI and Anthropic to train AI agents, supporting the integration of investment, tax, and financial planning data, and simplifying the wealth management process through AI. The new funds will primarily be used to expand the software product development aimed at wealth advisors.