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      Savvy Wealth Secures $100 Million in Series C Funding

      Savvy Wealth, an artificial intelligence-driven registered investment advisor (RIA) catering to independent financial advisors, has successfully completed a $100 million Series C funding round. The funding was led by Halo Fund, a growth-stage venture firm co-founded by Ryan Smith, the founder of Qualtrics and owner of the Utah Jazz, along with Ryan Sweeney, a long-time partner at Accel.

      This significant investment marks a pivotal moment for Savvy Wealth as it aims to enhance its services and expand its reach within the financial advisory sector. The company leverages AI technology to provide innovative solutions tailored for independent advisors, positioning itself as a key player in the evolving landscape of financial services.

      © 2026 KLEA News. All Rights Reserved. This article is provided for informational purposes only. It is not offered or intended to be used as legal, tax, investment, financial, or other advice.

      Source: KLEA News

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