Savvy Wealth

Savvy Wealth

FintechAI Wealth ManagementB2B2C📍 New York, United States

Savvy Wealth is an AI-driven RIA startup that provides AI agents to help financial advisors scale their services. The company aims to automate tasks like investment reporting and financial plan analysis, allowing advisors to focus on client relationships. This funding will be used to expand its AI platform, grow its employee base, and enhance tax and estate planning services.

Total raised
Undisclosed
tracked to date
Latest round
Series C
Sep 9, 2026
Known investors
9
led by Halo Fund
Press coverage
2
outlets tracked

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🏆 Featured in Datapile’s Q3 2026 USA Funding Report

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Funding history

  1. 1
    $100MSeries CSep 9, 2026

    Led by Halo Fund

    Announcement ↗

Founder

Ritik Malhotra
Ritik Malhotra
founder and CEO

Investors in Savvy Wealth

Backers from this company's tracked funding rounds.

  • HHalo FundLead investorVC firm
  • TThrive CapitalVC firm
  • CCanvas PrimeVC firm
  • IIndex VenturesVC firm
  • HHouse FundVC firm
  • EEuclidean CapitalVC firm
  • AAlumni VenturesVC firm
  • VVestigo VenturesVC firm
  • IIndustry VenturesVC firm

Savvy Wealth in the news

Coverage of this company's funding, tracked by Datapile.

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