Overview
Empowers financial advisors with tools to grow their practices and serve clients efficiently.
Funding
Amounts as reported; USD estimates shown only when they matchListed 1 funding record. Latest funding: $100M (Series C), Sep 9, 2026.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Sep 9, 2026 | $100M · Series C | Goldman Sachs, Halo Fund, Thrive Capital | 1 source Source ↗ |
Evidence Savvy Wealth Raises $100M Series C at $600M ValuationOn September 9, 2026, per Savvy Wealth, wealth management and advisor platform company raised $100M in a Series C at a $600M valuation led by Halo Fund with Thrive and Goldman Sachs-affiliated investors. Founder and CEO Ritik Malhotra founded the company in 2021. Translated source brief, not a quotation. Check the original before citing. Sources · 1
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Valuation
Amounts as reported; USD estimates shown only when they matchListed 1 valuation record. Latest valuation: $600M (Series C), Sep 9, 2026.
| Date | Amount | Investors | Sources |
|---|---|---|---|
| Sep 9, 2026 | $600M · Series C | Goldman Sachs, Halo Fund, Thrive Capital | 1 source Source ↗ |
Evidence Savvy Wealth Raises $100M Series C at $600M ValuationOn September 9, 2026, per Savvy Wealth, wealth management and advisor platform company raised $100M in a Series C at a $600M valuation led by Halo Fund with Thrive and Goldman Sachs-affiliated investors. Founder and CEO Ritik Malhotra founded the company in 2021. Translated source brief, not a quotation. Check the original before citing. Sources · 1
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Revenue
Amounts as reported; USD estimates shown only when they matchListed 1 revenue record. Latest revenue: $100M (ARR), Sep 16, 2026.
| Revenue date | Amount | Sources |
|---|---|---|
| Sep 16, 2026 | $100M (ARR) | 1 source Source ↗ |
Evidence Savvy Wealth ARR hit $100M from $10M in January 2025On 2026/9/16, Savvy Wealth reported that the US wealth management platform's ARR had increased from USD 1 million in 2025/1 to USD 100 million. Translated source brief, not a quotation. Check the original before citing. Sources · 1
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Empowers financial advisors with tools to grow their practices and serve clients efficiently Empowers financial advisors with tools to grow their practices and serve clients efficiently.