Tech Company Financing Transactions
Savvy Wealth Funding Round
Savvy Wealth closed a $100 million Series C venture capital round on 9/9/2026. Investors included Halo Labs, Alumni Ventures and Euclidean Capital.
Transaction Overview
Company Name
Announced On
9/9/2026
Transaction Type
Venture Equity
Amount
$100,000,000
Round
Series C
Investors
Proceeds Purpose
The company intends to use the funds to expand operations and its development efforts.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
Undisclosed
New York, NY Undisclosed
USA
New York, NY Undisclosed
USA
Phone
Undisclosed
Website
Email Address
Overview
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters ?-- quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Ritik Malhotra
Chief Technical Officer
Muller Zhang
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