SAVVY WEALTH RAISES $100M SERIES C

Savvy Wealth serves registered investment advisors (RIAs) with technology platforms designed to streamline operations and client management. The funding reflects growing investor appetite for infrastructure tools serving the independent advisor market, which has expanded as wealth professionals increasingly leave traditional firms. The Series C injection will likely support product development, market expansion, and talent acquisition as competition intensifies in the RIA software space. Other players in the sector include Orion, Tamarac, and various niche providers targeting specific advisor segments. Halo Fund's lead on the round signals confidence in Savvy Wealth's business model and market positioning. The firm has previously invested in financial services and fintech companies addressing professional advisor needs. Savvy Wealth's ability to reach over $200 million in total funding underscores the market opportunity for consolidating and modernizing backend systems for independent advisors managing significant assets.