# Savvy Wealth

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.

Canonical: https://uniquebase.ai/companies/savvy-wealth
Stable identifier: UB-C3712
Snapshot captured: 2026-10-15T14:23:27.067Z
English updated: 2026-10-15T18:26:55.626Z

## Funding

Listed 1 record.
Latest: $100M (Series C), 2026-09-09.

- 2026-09-09 · $100M · Series C · Goldman Sachs, Halo Fund, Thrive Capital · https://www.savvywealth.com/community-as-infrastructure
  > On 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)

## Valuation

Listed 1 record.
Latest: $600M (Series C), 2026-09-09.

- 2026-09-09 · $600M · Series C · Goldman Sachs, Halo Fund, Thrive Capital · https://www.savvywealth.com/community-as-infrastructure
  > On 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)

## Revenue

Listed 1 record.
Latest: $100M (ARR), 2026-09-16.

- 2026-09-16 · $100M (ARR) · https://www.savvywealth.com/series-c
  > On 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)

## Team

- [Ritik Malhotra](/people/ritik-malhotra)

## Products

No published products profiles are linked yet.

## Investors

- [Goldman Sachs](/institutions/goldman-sachs)
- [Halo Fund](/institutions/halo-fund)
- [Thrive Capital](/institutions/thrive-capital)

## Sources

- No source links are available for this profile.