Savvy Wealth Raises $100 Million Series C at $600 Million Valuation to Scale AI Advisor Platform

Savvy Wealth has raised $100 million in a Series C funding round at a $600 million valuation, the company announced this week. The capital will go toward scaling its AI-powered financial advisor platform.

Savvy Wealth pairs human financial advisors with artificial intelligence tools designed to handle routine tasks like portfolio rebalancing, client communication, and document processing. The goal is to let advisors spend more time on complex planning work and client relationships.

The company has grown quickly since its founding, attracting both individual investors and institutional clients. Its model reflects a broader trend in the wealth management industry toward using AI to increase advisor productivity rather than replace advisors entirely.

"The best outcome is a human advisor who is dramatically more effective because of AI," said one of the company's executives. "That's what we're building."

The Series C round was led by a group of institutional investors. The company did not disclose the names of all participants.

Savvy Wealth is one of several wealthtech companies that raised significant capital in September 2026. The sector has seen intense activity, with Envestnet agreeing to acquire Vestmark and Aquiline entering a deal to acquire a controlling interest in Flourish, a platform currently owned by MassMutual.

The broader wealth management industry is navigating a period of consolidation and technological change. Firms that can demonstrate clear productivity gains from AI are attracting investor interest.

Savvy Wealth plans to use the new funding to hire additional engineers and expand its advisor network. The company is targeting markets where access to quality financial advice has historically been limited.