9 September 2026

Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+ (Ryan Lawler/Axios)

Ryan Lawler / Axios:
Savvy Wealth, which provides RIA software for independent financial advisors, raised a $100M Series C led by Halo Fund, taking its total funding to $200M+  —  Savvy Wealth, which provides tech and back-office infrastructure for independent financial advisors, raised $100 million in Series C funding …

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