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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.
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- www.savvywealth.com ↗Published Sep 9, 2026
Original source text
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2026年9月9日，据Savvy Wealth官网，财富管理与顾问平台公司完成1亿美元C轮融资、估值6亿美元，Halo Fund等领投，Thrive、Goldman Sachs等关联投资者参与。创始人兼CEO Ritik Malhotra于2021年创立公司。