Savvy Wealth
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Savvy Wealth is a 51-200-employee Financial Services company based in New York, New York. Founded in 2021. Has raised $100M, most recently at the Series C stage. Its most recent round on file is dated Sep 9, 2026. Halo Fund and Ryan Smith led it, at a $600M valuation. Adamlead has 1 contact on file at Savvy Wealth.
Savvy Wealth funding and company details
- Raised
- $100M
- Stage
- Series C
- Last round
- Sep 9, 2026
- Employees
- 51-200
- Headquarters
- New York, New York
- Website
- savvywealth.com
- Founded
- 2021
- Revenue
- –
Who invested in Savvy Wealth
Savvy Wealth's latest round: $100M Series C at a $600M valuation, Sep 9, 2026.
Led by Halo Fund and Ryan Smith.
Also in the round: Alumni Ventures, Canvas Prime, Euclidean Capital, House Fund, Index Ventures, Mark Casa, Thrive Capital and Vestigo Ventures.
Read from FinTech Global, Business Wire, finance.yahoo.com. Spot something wrong? Email support@adamlead.com.
Savvy Wealth in the news
- Savvy Wealth bags $100m in oversubscribed Series C funding roundFinTech Futures · Sep 11, 2026
- Savvy Wealth Raises $100 Million Series C As AUM Reaches $9 Billion And ARR Nears $100 Millionpulse2.com · Sep 11, 2026
- Savvy Wealth secures $100m in Series C financingYahoo Finance · Sep 10, 2026
- Savvy Wealth closes $100m Series C led by Halo FundFinTech Global · Sep 9, 2026
- Savvy Wealth lands $100M to scale AI agents for advisorsInvestmentNews · Sep 9, 2026
- Savvy Wealth Raises $100M With Valuation at $600MWealth Management · Sep 9, 2026
People at Savvy Wealth
| Name | Title | |
|---|---|---|
 Ritik Malhotra | Founder & CEO | r***@savvywealth.comVerified |
Companies similar to Savvy Wealth
Frequently asked questions
When did Savvy Wealth last raise funding?
Savvy Wealth's most recent round on file is dated Sep 9, 2026, at the Series C stage. Total funding on file: $100M.
Who invested in Savvy Wealth?
Halo Fund and Ryan Smith led Savvy Wealth's latest round (Series C). Also in the round: Alumni Ventures, Canvas Prime, Euclidean Capital, House Fund, Index Ventures, Mark Casa. Read from the articles that covered it, linked on this page.
How many contacts does Adamlead have for Savvy Wealth?
We have 1 contact on file for Savvy Wealth. Each email shows its verification status and a confidence score.
What industry is Savvy Wealth in?
Savvy Wealth is categorized under Financial Services on Adamlead, alongside 45 other companies in the segment.
Can I get verified emails for people at Savvy Wealth?
Yes. Start a 7-day free trial and reveal any contact's email for one credit. Every address carries a confidence score, and revealing the same contact again is always free.
What companies are similar to Savvy Wealth?
Other Financial Services startups on Adamlead, closest first by funding stage, include Numeral, Helcim, Taktile. See the list below for more.
Reveal verified contacts at Savvy Wealth
Savvy Wealth raised on Sep 9, 2026. Reach out while the budget is fresh. 7 days free, no card required.
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