Savvy Wealth Secures $100M Series C to Scale AI-Native RIA Platform for Independent Advisors

Quick Summary

Savvy Wealth has successfully closed a $100 million Series C funding round led by Halo Fund to scale its AI-native registered investment advisor (RIA) platform. The capital will accelerate the development of Savvy Intelligence, helping independent financial advisors maintain ownership while leveraging institutional-grade automation and support.

How is Savvy Wealth Transforming the RIA Landscape?

Savvy Wealth provides a modern, integrated platform that replaces the traditional, fragmented vendor stack used by most independent practices. By utilizing Savvy Intelligence, an AI-powered operating environment, the firm enables advisors to run automated AI agents across a unified data layer that includes CRM, investments, tax, and planning. This approach allows advisors to focus on human-centric client relationships rather than administrative burdens.

• 13,000% revenue growth over the last three years.
• $9 billion AUM, representing a 4x year-over-year increase.
• 150+ advisors supported nationwide, doubling the base in twelve months.

What Does the $100M Series C Mean for Independent Advisors?

The $100 million Series C investment, which brings total funding to over $200 million, is a strategic move against industry consolidation. Traditionally, advisors seeking institutional-grade technology were forced to sell their practices to private equity aggregators. Savvy Wealth solves this by offering a platform where advisors keep full equity ownership of their books while gaining access to centralized investment management and in-house compliance.

"Advisors are being told they have to give up their independence to scale," said Ritik Malhotra, founder and CEO of Savvy Wealth. "We think that’s a false tradeoff, and we've spent the last five years proving it."

How Does Savvy Intelligence Drive Advisor Growth?

By offloading the operational load to AI-driven systems, advisors using the platform are growing organically at 3x the industry average. The Savvy Intelligence ecosystem is designed to return hours of capacity to the advisor's desk, which is then used to win new clients and provide deeper service to existing ones. The firm is currently on pace to exceed $100 million ARR this year, fueled by $4 billion in recruited assets in 2026 alone.

FF NEWS TAKE:

The Savvy Wealth Series C is a massive signal that the RIA market is ripe for a technological overhaul. While many firms pay lip service to AI, Savvy is building a unified data layer that actually moves the needle on advisor productivity. By allowing advisors to remain independent and equity-aligned, Savvy is positioning itself as the primary alternative to the "aggregator" model, potentially reshaping how wealth management firms operate in the digital age.